Article – Plan for Decisions…Don’t Just Decide to Plan
In this article, Ryan Barradas discusses the differences between a planning process and a decision-making process.
In this article, we provide a high-level overview of PPLI and PPVA; explaining how they operate, investment strategies and ideal candidates.
Description:
In this article, Ryan Barradas discusses the differences between a planning process and a decision-making process. Most professional advisors love to plan and can often make situations more complex than may be necessary. However, business-owners would prefer to execute and love making decisions. For a succession plan to be successful, entrepreneurs need to be removed from a traditional planning process and put into a decision-making process.
Topics Covered:
- Succession planning
- Identify the difference between a planning process and a decision-making process
