This June, We're Focused on Business Succession Planning
Partner with us and let's help your clients with business succession planning. Get our free sales kit in this post!
Read More
Principal's "A Balancing Act—Priorities vs. Plans"
Are you marketing your services to business owners? Principal's survey of 500+ business owners tells you what challenges they face - and how you can help.
Read More
Introducing MetLife's BOSS Strategy
We’ve been discussing our Business Owner and Executive Review Planning (BOERP) strategy, and in doing so have gathered and combined some best practices.
Read More
Opening Cases with a Business Valuation and Buy-Sell Review
The goal of this month is to provide you with a turnkey process to incorporate more effective business planning into practice. There are plenty of opportunities out there.
Read More
Generate Sales with Informal Business Valuations
Business Owner & Executive Review Planning. Some of our carrier partners and affiliations have a very unique platform that provides an in-depth view of six core needs for business owners and executives.
Read More
The 11 Major Benefits of an ESOP
The Employee Stock Ownership Plan (ESOP) is designed to be a retirement strategy predominantly for employees, but it is one that benefits the employer as well. Essentially, the ESOP provides an employee with ownership interest in the company he or she works for. The plan is funded through tax-deducti...
Read More
Long-Term Business Planning
Many business owners never make a plan for how to run the company after a misfortune occurs. Let's fix that with long-term business planning.
Read More
The Basics of Buy-Sell Agreements
Business owners today are either not taking advantage of buy-sell agreements, or worse, they’re not properly funding their current policies. Let's fix that.
Read More
