Business Solutions

SECURE Act Opens Door to Wealth Transfer Alternatives and Charitable Gifts

The Setting Every Community Up for Retirement Enhancement (SECURE) Act has presented wealth advisors with multiple opportunities to remain a step ahead of legislation, all while helping clients and their families plan for a sound financial future. Throughout this email series, we’ve discussed many of these opportunities, as well as where and how they intersect […]

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Use These Talking Points When Positioning Life Insurance for Business Owners

Most businesses, particularly those with two or more partners, establish buy-sell agreements mandating that if one of the leads dies or becomes disabled, their share must be sold to the remaining partners. Such agreements are a pivotal component of doing business in today’s world. The problem, however, is that in far too many instances an […]

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SECURE Act Prompts New Look at Survivorship Life Products

The passing of the Setting Every Community Up for Retirement Enhancement (SECURE) Act provides a phenomenal opportunity for you to revisit planning techniques and solutions that you may not have looked at in a while.  A New Use for a Traditional Planning Technique   The SECURE Act was established to encourage more Americans to save […]

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How to Pinpoint Clients Who Have the Most Immediate Need for Life Insurance

When it comes to securing a financial legacy, life insurance can be an integral component. However, some people have a more urgent need for life insurance than others. The trick for wealth advisors is determining those individuals with the most pressing need so that you can provide optimal guidance and protection for their financial futures. […]

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The Fa La La La Finer Points of Gifting Life Insurance

You’ve heard the holiday lament, “What do you get the person who has everything?” How about peace of mind and financial stability? The gift of life insurance always fits, never breaks, is continuously in fashion, and doesn’t require batteries, service plans, or two and a half hours and a blowtorch to free from unforgiving twist-ties. […]

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