Number 9 Networking

Join us tomorrow morning at 9:00 AM for our Number 9 Networking Clayton MO meeting.

Looking to grow your business and build meaningful connections?

Come network with a dynamic group of local business owners and entrepreneurs who are all about growth, collaboration, and community. Whether you’re looking for referrals, fresh ideas, or just a boost of motivation you’ll find it here.

• Build relationships
• Share referrals
• Get inspired

Bring your energy and a guest!

Let’s grow together.

Today at our Number 9 Networking St Peters MO meeting (SHAMROCKS) we heard from Jeff Hardie with Jeff Hardie: The Healthcare Plan Man Business/Estate Planning Expert.

Jeff discussed the business and estate planning side of his company, including:

• Buy/Sell Agreements
• Key Person Insurance
• Wills & Trusts
• Advanced Healthcare Directive/Surrogate
• Executive Bonus Plans
• Life Insurance
• Retirement Planning

One of the biggest takeaways was that many companies have buy/sell agreements in place, but no actual funding mechanism to buy out a partner if something happens to them. Jeff explained how life insurance is commonly used to properly fund those agreements and protect the business.

He also discussed Key Person Insurance, which helps provide financial stability for operations and training when a critical employee or owner passes away or becomes incapacitated.

Another topic that sparked a lot of discussion was Executive Bonus Plans, a strategy businesses can use to attract and retain top talent by offering life insurance policies that build cash value over time for employees who stay with the company long-term.

Jeff then moved into Wills, Trusts, and Advanced Healthcare Directives/Surrogates.

One point that really made people stop and think was this:

Even your adult children need a healthcare directive/surrogate in place. Without one, if they end up hospitalized and unable to speak for themselves, parents may have little or no authority to make healthcare decisions on their behalf.

He also discussed the importance of life insurance for anyone who has loved ones depending on their income financially.

Finally, Jeff talked about retirement planning and the complimentary, no-obligation Financial Needs Analysis (FNA) his company provides.

Through this process, they evaluate:

• Retirement readiness and income strategy

• Protection for your family in the event of an
unexpected death

• Asset protection and wealth transfer
planning

• Gaps or inefficiencies in current coverage

Afterward, they provide strategic recommendations designed to help clients retire comfortably, protect their families, and transfer assets efficiently.

For more information, message Jeff directly or visit:

i.netlaw.com/gcf-afeb

TheHealthcarePlanMan.com

Join us tomorrow at 11:45 for our Number 9 Networking St Peters MO (Shamrocks) meeting!

Our speaker tomorrow will be Jeff Hardie with Jeff Hardie: The Healthcare Plan Man Business/Estate Planning Expert.

Network with driven local business owners and entrepreneurs who, like you, are focused on growth, collaboration, and success. It's a powerful opportunity to build relationships, share referrals, and leave inspired.

• Bring your energy
• Bring a guest
• Let’s grow together!

Do you have home repairs or a honey-do list that needs to be completed?

Today at our Number 9 Networking Chesterfield MO meeting we heard from David True with ShieldPro Home Services.

David led off by telling us about his family and some of his early business ventures, including working as a financial planner. Eventually, he found himself at a crossroads and asked, “What am I doing here?” That question led him to completely change directions and start his handyman business.

He opened ShieldPro Home Services to help people stay in their homes as long as they want, help busy professionals knock out their honey-do lists, and help homeowners maintain their homes so they retain their value.

David then talked about some of the common repairs and projects he handles, including:

• Repairing/replacing toilets
• Repairing/replacing faucets
• Installing ceiling fans
• Drywall repair
• Picture hanging
• TV mounting
• And much more!

He also discussed the subscription plans he offers to help homeowners stay on top of regular household maintenance items.

To learn more about David and his company message him directly or visit ShieldProHS.com

Please join us tomorrow at 9:00 AM for our Number 9 Networking meeting in Chesterfield MO.

Tomorrow our speaker will be David True with ShieldPro Home Services.

If you’ve never attended one of our meetings, this is the perfect time to experience what you’ve been missing. Connect with local business owners and entrepreneurs who are focused on growth, collaboration, and meaningful referrals.

It’s an excellent opportunity to:

• Build strong business relationships

• Exchange quality referrals

• Gain fresh inspiration and perspective

Bring your energy and a guest.

Let’s grow together.

Today at our Number 9 Networking O’Fallon MO meeting we heard from Jeff Hardie with Jeff Hardie: The Healthcare Plan Man Business/Estate Planning Expert.

Jeff discussed the business and estate planning side of his company, including:

• Buy/Sell Agreements
• Key Person Insurance
• Wills & Trusts
• Advanced Healthcare Directives/Surrogates
• Executive Bonus Plans
• Life Insurance
• Retirement Planning

One of the biggest takeaways was that many companies have buy/sell agreements in place, but no actual funding mechanism to buy out a partner if something happens to them. Jeff explained how life insurance is commonly used to properly fund those agreements and protect the business.

He also discussed Key Person Insurance, which helps provide financial stability for operations and training when a critical employee or owner passes away or becomes incapacitated.

Another topic that sparked a lot of discussion was Executive Bonus Plans, a strategy businesses can use to attract and retain top talent by offering life insurance policies that build cash value over time for employees who stay with the company long-term.

Jeff then moved into Wills, Trusts, and Advanced Healthcare Directives/Surrogates. One point that really made people stop and think was this:

Even your adult children need a healthcare directive/surrogate in place. Without one, if they end up hospitalized and unable to speak for themselves, parents may have little or no authority to make healthcare decisions on their behalf.

He also discussed the importance of life insurance for anyone who has loved ones financially dependent on their income.
Finally, Jeff talked about retirement planning and the complimentary, no-obligation Financial Needs Analysis (FNA) his company provides.

Through this process, they evaluate:

• Retirement readiness and income strategy

• Protection for your family in the event of an
unexpected death

• Asset protection and wealth transfer
planning

• Gaps or inefficiencies in current coverage

Afterward, they provide strategic recommendations designed to help clients retire comfortably, protect their families, and transfer assets efficiently.

For more information, message Jeff directly or visit:

i.netlaw.com/gcf-afeb

TheHealthcarePlanMan.com

Please join us tomorrow at 9:00 AM for the Number 9 Networking O'Fallon MO location meeting.

Our speaker tomorrow will be Jeff Hardie with Jeff Hardie: The Healthcare Plan Man Business/Estate Planning Expert

Connect with driven local business owners and entrepreneurs who are focused on growth, collaboration, and results. This is a powerful opportunity to build meaningful relationships, exchange quality referrals, and start your day inspired and motivated.

• Bring your energy
• Bring a guest
• Let’s grow together

Your next great connection could be in the room.

****NOTE EDWARDSVILE NO MEETING on May 26th due to holiday on Monday ****

Please join us tomorrow at 9:00 AM for our Number 9 Networking Edwardsville Ill meeting!

Connect with local business owners and entrepreneurs who, like you, are focused on growth, collaboration, and referrals. It’s a powerful way to build relationships, expand your network, and get inspired.

Bring your energy and don't forget to bring a guest!

Let’s grow together.

💥💥💥💥💥💥💥💥💥💥💥💥💥💥💥💥

PLEASE NOTE THAT NUMBER 9 NETWORKING OLIVETTE WILL BE PAUSED FOR THE SUMMER.

Please visit one of our other St Louis area locations.