What keeps you up at night?

what keeps you up at night? A seminar for business owners Kurt Bogseth Financial Representative Northwestern Mutual Life Insurance Company · Milwaukee, Wisconsin

Can I retire in 10 years? Can this business fund my retirement? What if my partner dies? Do I want to do business with his son? Now I’ve personally guaranteed a loan for this business. I could lose everything. If I get hurt and can’t work, what happens to this business? To my family?

Expanding the business makes sense. Can I get the credit I need? This business is a key part of my life and my family’s life. How do I make sure my family gets to enjoy the value of all my hard work? Why are there so many questions? Where are the answers?

I can’t keep doing it all myself. How do I attract the best and brightest to help me grow this business? My biggest competitor provides top notch benefits. Do I need to provide better benefits? I can’t believe I missed another school event working late. The kids are disappointed, and so am I.

Purpose ,[object Object],[object Object]

Take-aways for You ,[object Object],[object Object],[object Object]

I want your feedback, too… ,[object Object],[object Object],Let’s begin…

What keeps Business Owners up at night? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: The Network of City Business Journals: The Pulse of American Business 2005

What keeps you up at night? ,[object Object],[object Object]

Objectives and Priorities Scale 1 – 10 (10 being very important) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How did you match up to other Business Owners? ,[object Object],[object Object],[object Object]

How did you match up…? ,[object Object],[object Object],[object Object]

Four Critical Asset Classes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Four Key Financial Areas ,[object Object],[object Object],[object Object],[object Object]

An Integrated Approach for You and Your Business ,[object Object],[object Object],Northwestern Mutual Life Insurance Company · Milwaukee, Wisconsin The products and services referenced are offered and sold only through appropriately appointed and licensed Network Representatives.

Risk Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Risk Management – The Facts ,[object Object],[object Object],[object Object],[object Object]

Risk Management – Key Questions ,[object Object],[object Object],[object Object],[object Object],[object Object]

An Integrated Approach for You and Your Business ,[object Object],[object Object],[object Object],[object Object],Northwestern Mutual Life Insurance Company · Milwaukee, Wisconsin The products and services referenced are offered and sold only through appropriately appointed and licensed Network Representatives.

Employee Benefits * ,[object Object],[object Object]

Why Offer Employee Benefits * ? ,[object Object],[object Object],[object Object],[object Object],[object Object]

Employee Benefits * - The Facts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],LIMRA: “US Small Businesses in 2000, 2001

Employee Benefits * The Network of City Business Journals: The Pulse of American Business 2005, Buying Power Average Per Firm Spending: 1 to 4 EEs 5 to 19 EEs 20 to 99 EEs 100 to 499 EEs Health insurance $ 2,490 $ 14,680 $ 92,480 $ 325,980 Pension plans 2,070 3,920 35,580 78,900 Education/training 530 1,890 7,130 27,470 Life/disability insurance 490 1,500 7,181 15,920 Dental insurance 30 480 3,450 18,080

Employee Benefits * ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The Network of City Business Journals: The Pulse of American Business 2005, Buying Power

Employee Benefits * – Key Questions ,[object Object],[object Object],[object Object]

Succession Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Succession Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]

Succession Planning – The Facts ,[object Object],[object Object],[object Object],LIMRA: “ US Small Businesses in 2000”, 2001 LIMRA: “Small Business Owners”, 2005

Succession Planning – Key Questions ,[object Object],[object Object],[object Object],[object Object],[object Object]

Personal Financial Needs ,[object Object],[object Object]

Personal Financial Needs – The Facts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],LIMRA: “US Small Businesses in 2000”, 2001

Personal Financial Needs – Key Questions ,[object Object],[object Object],[object Object]

An Integrated Approach for You and Your Business Northwestern Mutual Life Insurance Company · Milwaukee, Wisconsin The products and services referenced are offered and sold only through appropriately appointed and licensed Network Representatives. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Four Stages of Business Development ,[object Object],[object Object],[object Object],[object Object]

Startup Phase Risk Management ,[object Object],[object Object],Employee Benefits ,[object Object],[object Object],[object Object],Business Succession Personal Planning ,[object Object],[object Object],[object Object]

Growth Phase Risk Management ,[object Object],Employee Benefits ,[object Object],[object Object],[object Object],Business Succession ,[object Object],[object Object],[object Object],Personal Planning ,[object Object]

Maturity Phase Risk Management ,[object Object],Employee Benefits ,[object Object],[object Object],[object Object],[object Object],Business Succession ,[object Object],Personal Planning ,[object Object],[object Object]

Transfer Phase Risk Management ,[object Object],Employee Benefits ,[object Object],Business Succession ,[object Object],Personal Planning ,[object Object],[object Object]

The Role of an Advisor ,[object Object],[object Object],[object Object],[object Object]

The Role of an Advisor – The Facts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Finding an Advisor ,[object Object],[object Object],[object Object],[object Object],[object Object]

Behind every great Professional is a Network of Specialists

Expert Guidance ,[object Object],[object Object],[object Object]

Let’s review ,[object Object],[object Object],[object Object],[object Object],[object Object],No time like NOW to begin the review process and get the help you need, so… … You can sleep better at night

I want your feedback… ,[object Object],[object Object],[object Object],Lastly, Thank you and sleep tight!

I’m confident that all my questions have answers, and that they’re the right answers for the business, my family and me. Its going to be a great day.

Network disclosure language ,[object Object],[object Object]

What keeps you up at night?

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