SOURCE: The Holleman Companies

November 30, 2010 16:00 ET

Family Business Succession Expert Vernon Holleman Interviews Knight Kiplinger & Holleman Achieves CLU Designation From The American College

CHEVY CHASE, MD--(Marketwire - November 30, 2010) - A family company can indeed survive and thrive for three generations, but not without proper planning and some luck. This is the message Knight Kiplinger, Editor in Chief of Kiplinger Washington Editors, Inc., relays to succession expert Vernon Holleman, CLU, during the latest podcast interview from the Holleman Business Succession Forum(SM). 

The interview takes place as Kiplinger Publications celebrates its 90th anniversary. Mr. Kiplinger discusses his company's structure and how control and planning are critical to the success of family business continuity. He opines on some of the common errors companies make that lead to family business failure. In addition, Mr. Kiplinger candidly discusses the career-path he himself took, as well as the loss of his brother, challenges related to working with family member owners, and related topics including taxes, liquidity needs and life insurance. 

This interview offers a window into how succession has unfolded over the ninety years of this iconic company and provides an intriguing follow-up to the Holleman Business Succession Forum interview with Austin Kiplinger from May 10, 2010. 

Each Holleman Business Succession Forum(SM) podcast can be heard at by clicking on the podcast icon located on the top right of the web page. Listeners can also sign-up to receive an e-mail alert when each new podcast is available, or may sign-up through iTunes. 

In other news, Mr. Holleman achieved his Chartered Life Underwriter (CLU) professional designation in early November from The American College in Bryn Mawr, PA. This is the highest level of education a financial representative can achieve on the topic of life insurance-related planning and productsIt is an eight-course, college-level curriculum that requires sixteen hours of supervised examinations. Mr. Holleman was also recognized as one of eighteen top insurance advisors in the Washington area by Washingtonian Magazine in their November issue. 

The Holleman Companies, Chevy Chase, MD, is a specialized insurance advisory firm focused on business succession, executive benefits and wealth transfer. More information is online at or by contacting the firm at or 301-656-8689.

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