9 Common Mistakes We See Professionals Making

9 Common Mistakes We See in Insurance Planning for Business Professionals

All clients have unique circumstances and needs. This creates confusion during the insurance planning process. Through the many conversations we have had, we have identified 9 common mistakes that business professionals make with the implementation of insurance strategies.   1. Failure to review buy/sell agreements when insurance planning A business owner has done all the planning and completed a…

Wealth Manager

Protecting Your Practice as a Wealth Manager

  Perspective is drastically important in this business, as a wealth manager discovered during a routine visit I had with him and his client. This one meeting has changed the advisor’s outlook on his entire practice. And I believe it will have an impact on many other advisors. The  reason for this point-of-sale meeting with the 65…

1035 Exchange

A Quick Guide to a 1035 Exchange

What if there was a way to increase the death benefit and reduce the premiums on an in-force life insurance policy?  How do you upgrade to a better life insurance policy without losing your investment? If you cash out your old policy, you may owe taxes on those funds, even if you take out a…

Light bulb - Great Idea

3 Great Ideas To Boost Sales

Looking for some ideas to increase sales? Take a look below. Or click on the image to the right. Income Tax Mitigation (IRA Max) Today, less people have an estate tax problem then 5+ years ago People have an income tax problem today – that is their pain There are large qualified plans ready to…