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 MoreEvery day business owners are at risk of having top employees leave the company. Speak with them about the opportunity to create an executive bonus plan using life insurance! It can help them keep their business strong by...
Read MoreMany business owners may choose to establish a buy sell agreement which can guard against the effects of unintended or unwelcome transfers of ownership in the event that the business owner or a business partner dies. Presented...
Read MoreLife Insurance you don’t have to die to use… Use this document as a cheat sheet on how to tell the story with clients. Once printed, the document should be folded up like a napkin so that this image is on top. Use...
Read MoreMichelle Owens of Mutual of Omaha discusses the taxation of life insurance at a high level. She explains how different actions while purchasing a new policy or even under an existing policy can cause tax implications for the...
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