EP15 - ESOP Insurance - What Do You Need For Your ESOP transaction? Patrick Dixon with Murray Insurance Associates.
Jun 22, 2023
38:42
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This episode leverages the knowledge of an experienced ESOP insurance agent to help folks better understand the requirements for Fiduciary, D&O, EPL Insurance…Patrick is has an excellent way of keeping this part of the ESOP requirements straightforward so that they are easy to understand and plan for on your journey to an ESOP.