Protecting Your Business from The Loss of a Key Person
Thursday, May 5, 2022Business owners may be able to protect themselves from the financial consequences of losing an indispensable employee by purchasing “key person insurance."
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Life Insurance Policy Review - Business Owners
Tuesday, April 19, 2022Sponsored by PartnersFinancial THINGS TO CONSIDER You’ve worked hard to build your business. It’s the underpinning to your family’s financial security. When was the last time you reviewed your business...
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Some Perspective on the Estate Tax
Tuesday, October 19, 2021"The only difference between death and taxes is that death doesn't get worse every time Congress meets." -- Will Rogers The US estate tax has a long history that stretches more than 100 years to 1914 when, during World War I, emergency...
Read MoreCritical Planning for Your Family
Tuesday, October 19, 2021We work hard to provide for our loved ones so that they have what they need in life. However, sometimes we don't stop to consider the devastating impact that our death or disability can have on our family. While less than a third (32%)...
Read MoreTax Diversification in Retirement Planning
Thursday, October 14, 2021Diversification is one of the most popular planning techniques in the financial services industry. The old adage of "Don't put all your eggs in one basket" comes to mind when talking to producers and clients. A concern for many of your...
Read MoreWhy Life Insurance Must Be A Key Element In Any Financial Strategy
Monday, October 11, 2021Why Life Insurance Must Be A Key Element in Any Financial Strategy By Steve Rueschhoff and David Levenson The COVID-19 experience has made it clear that life is fragile - physically, emotionally, and financially. For many Americans,...
Read MoreTax-Advantaged Retirement Income
Thursday, September 30, 2021A cash-value-oriented life insurance policy can offer you an efficient vehicle to protect your family, provide a tax-advantaged means of saving for retirement, and offer supplemental income without increasing taxable income.
Read MoreWhat Everyone Should Know About Their Family Finances
Tuesday, September 28, 2021What Everyone Should Know About Their Family Finances By Aviva Pinto, CDFA®, CDS September 8, 2021 I work with many clients who have lost a spouse, gone through a divorce, or are wondering what they should do if something happens...
Read MoreExecutive Bonus Plan With A Twist
Monday, February 10, 2020EXECUTIVE BONUS PLAN WITH A TWIST In today’s increasingly competitive business environment, finding a cost-effective way to reward key employees can be challenging. An executive bonus plan (EBP) is often the vehicle of choice for...
Read MoreUsing Split-Dollar with Tax-Exempt Entities
Wednesday, January 22, 2020Non-profit employers often find themselves having to compete with for-profit employers to hire and retain executive talent. Those non-profit organizations have...
Read MoreLife Insurance Retirement Plans: Are They A Good Choice For You?
Thursday, August 8, 2019Life Insurance Retirement Plans: Are They A Good Choice For You? By Michael Jankowski, President & CEO, Wealth Planning Network Retirement — it’s that glorious time in your life where the only worry you should have is why...
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