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Meet Your Small Business Planning Partner

Lafayette Life’s Advanced Market team offers support for your client’s complex cases and small business lifecycle planning.

Learn About What We Offer

Lafayette Life Advanced Markets: Partnering for Your Success

Helping clients plan for their financial goals isn’t easy, so it’s important to have trusted partners to turn to for support. Our Advanced Markets team serves to provide independent financial professionals with insightful knowledge for complicated planning scenarios to help your business grow. We offer personalized assistance so neither you nor your client have to navigate uncertain financial landscapes alone.

BusinessPRO Planning Resources for Owners Steps: Selecting a business structure, protecting your business, growing your business, business maturity, transitioning your business

BusinessPRO: Business Lifecycle Planning

Lafayette Life’s BusinessPRO helps independent financial professionals support small business owners at every phase. We can assist with strategies to help businesses thrive, including:

Establishing an entity
Attracting and retaining key employees
Protecting against the unexpected
Preparing for retirement
Business transitions and succession plans

Explore BusinessPRO

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Individual Planning

Contact Lafayette Life’s Advanced Markets for assistance with complex planning scenarios including:

Sales concepts using life insurance and annuities
Retirement planning concepts
Document review
General tax issues and questions
Estate planning strategies
Charitable planning strategies
Special Needs planning strategies
Social Security planning strategies

Contact Us To Discuss Advanced Sales Concepts

Beady B. Waddell III

JD, LLM, MBA, MS, RICP^®, CLU^®, ChFC^®
Vice President, Advanced Markets

Katherine D. Goldsmith

JD, CLU^®, ChFC^®, ChSNC^®
Assistant Vice President, Advanced Markets

Marchaun E. Morrison

JD
Assistant Vice President, Advanced Markets

Jayna Thompson

JD
Case Design Consultant, Advanced Markets

Email the Team

Although the individuals shown hold a Juris Doctor (J.D.) degree, they do not provide legal advice on behalf of Western & Southern and any information provided herein does not establish an attorney-client relationship.

Let’s Team Up for Success

You and Lafayette Life could be a winning combination together. Whether you are ready to become a Financial Representative or would like to learn more about working with Lafayette Life, we are eager to hear from you.

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IMPORTANT DISCLOSURES

The Lafayette Life Insurance Company does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Lafayette Life cannot guarantee that the information herein is accurate, complete or timely. Lafayette Life makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Please consult an attorney or tax professional regarding your specific situation.