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May 28, 2012 @ 01:07 PM

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Axa Advisors, LLC

Business Exit Strategies and Succession Planning

Joseph M. Keleher has over 30 years of experience in meeting the planning needs of closely held businesses, their owners, and other high net worth individuals.  For three years, he has taught and moderated Business Insurance and held various tax planning* seminars for industry and client groups, in addition to Society of Financial Service Professionals CE programs.  He is a Chartered Financial Consultant and a Chartered Life Underwriter (both professional designations of The American College), a registered representative of AXA Advisors, and a member of The Philadelphia Estate Planning Council.  Mr. Keleher served on the Board of the Philadelphia Chapter of the Society of Financial Service Professionals and is a Past President of that organization.  He has co-authored an article entitled, "Using Trusts in Buy-Sell Agreements and Selected Current Developments."  Mr. Keleher has also moderated CE courses for various professional organizations.

Accreditations:

B.S. Industrial Management, LaSalle University / FINRA Series 7, 63 & 65 Registered with AXA Advisors

Professional Memberships:

Life & Qualifying member of Million Dollar Round Table / Philadelphia Estate Planning Council / Philadelphia Chapter of Financial Service Professionals

Awards/Achievements:

MDRT Honor Roll / AXA Hall of Fame Medal / MDRT Court of the Table / MDRT Top of the Table

 

* AXA Advisors is not a tax or legal advisor

 

Newsletters

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

More Newsletters →

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →

Contact Info

Phone: 610 660 4330

joseph.keleher @axa-advisors.com

Local Office | Branch Office