MetLife January Webinar promo

Business Exit Planning: Help Clients Keep More of their Sale Proceeds

Selling a long-held asset like a small business can be a challenging and expensive process. While the prospect of selling an asset that has appreciated significantly is exciting, the tax bill is often the opposite experience.  

Join MetLife’s Bejan Shirvani, AVP of Structured Settlement Sales, and Harry Coleman, Director of Structured Settlement Products as they share an in-depth overview of a new tax-advantaged solution for business sales called structured installment sales. This webinar will cover: 

  • What is a Structured Installment Sale?​ 

  • What sales are eligible?​ 

  • What are the benefits of structuring a business sale?​ 

  • How does the Structured Installment Sale work?  

  • Case Example​ 

 

Speakers 

 

Bejan Shirvani, Assistant Vice President, Head of Structured Settlement Sales, MetLife 

Bejan ShirvaniBejan Shirvani is assistant vice president of Sales & Market Development, Structured Settlements for MetLife. The Structured Settlements business structures annuities for personal injury, other complex litigation and business and property sales. The division is part of Retirement & Income Solutions (RIS), which historically has been responsible for over 20 percent of MetLife’s operating earnings. Shirvani, who joined MetLife in 1999, is responsible for managing and growing MetLife’s relationships with structured settlement brokers across the United States, including over 50 specialty broker firms and over 600 specialty brokers. Prior to assuming his current role in 2003, he worked as a director within the RIS Client Relations Unit. Shirvani, who has spent his entire career at MetLife, joined the company as part of the Management Associate Program, in which he rotated within four areas of MetLife: Call Center Operations, Life Products Management, Retirement and Savings 401(k) Rollover Program, and the Retirement and Savings Portfolio Strategy Group. Shirvani earned a Bachelor of Arts in 1999 from Hamilton College and a Master of Business Administration from New York University’s Leonard Stern School of Business. He holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College of Financial Services. 

 

Harry Coleman, Director, Head of Structured Settlement Products, MetLife 

Harry Coleman

HARRY COLEMAN III is the Product Director, Torts and Settlements for MetLife. The Torts and Settlements business structures personal injury and other complex litigation settlements. The division is part of Retirement and Income Services (RIS), which historically has been responsible for over 30 percent of MetLife’s operating earnings. 

Coleman, who joined MetLife in 2009, is responsible for managing and growing MetLife’s Torts and Settlements product portfolio. Prior to assuming his current role in 2011, he worked as a Pricing Consultant within Torts and Settlements. Coleman, previously worked at Aviva PLC first covering its retirement annuities including IRAs, 401Ks, & 403Bs - then joining its Structured Settlements team in 2006. 

Coleman earned a Bachelor of Science, Economics in 2003 from the University of Florida and a Master of Business Administration, Finance from Boston University’s Questrom School of Business in 2009. He is a Fellow of the Life Institute Management – LOMA (FLMI). 

Event Schedule

Event Dates and Times

Eastern