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…

business owner

7 Powerful Questions You the Life Insurance Advisor Can Ask a Business Owner

According to recent studies, a controlling shareholder’s median age is 60 years old. For many of these business owners, their largest asset is their investment in the business. As retirement age nears for these business owners, advisors should find opportunities to begin a conversation with their business owner clients about their inevitable exit. Yet, you’ll…