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Karl Bareither

Karl Bareither
Karl Bareither, CLU, wealth transfer specialist is founder and president of Family Business Renewal (FBR) System, Inc. (www.fbrsystem.com), established in 1969 as a fee-based family business planning firm that uses a holistic process approach to transfer wealth and renew both business and family. Bareither has also developed tools that enabled him to move beyond tax, legal, and financial planning.  These tools have been brought together into a comprehensive process called the Family Business Renewal (FBR) Process.  Karl is now teaching other financial services professionals how to use this system to revive the human voice in a technical world.  Advisors are taught how to blend technical expertise with a unique process approach that enhances business success and family harmony.  He has written two books, Becoming a Wealth Transfer Specialist and Planning a Family & Business Legacy, which describe the FBR system and recount many of his 40 years experience working with agriculture businesses and families. Karl can be contacted at (805) 595-2089 or by email at karl@fbrsystem.com.  

Differentiating Yourself in the Family Business Market

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One of the most lucrative markets for insurance sales is family-owned businesses.  And, as the estate planning market wanes or possibly even disappears, the business succession planning market is likely to become even more important as well as more competitive. One of the biggest challenges facing practitioners is how to differentiate themselves from the competition in their chosen market.  If …

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