Author: Beth Gray
Succession Planning Facts & Figures
Whether a company has a single partner or many, a partner is one of a business’ most valuable assets. However, a change in circumstances can quickly alter that asset into a tremendous liability. Businesses that lack a...
Read MoreEstate Planning with Life Insurance
Having a will in place only gets you so far in terms of estate planning. To ensure that your clients wishes are fulfilled, their beneficiaries will likely need liquidity. Life insurance can provide a simplified and guaranteed...
Read MoreUsing Annuity Assets to Purchase Life Insurance
Annuity maximization is a leveraging technique in which annuity assets are used to purchase life...
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