by Morgan Mynatt | May 19, 2022 | TBA Blog
Originally featured in ADVISOR Magazine on May 18, 2022 It’s no secret that marketing is important and crucial for any business. The reality is that creating a plan and executing it can feel overwhelming and time-consuming. The number one mistake that advisors make...
by Morgan Mynatt | Sep 1, 2020 | TBA Blog
Many advisors I have talked with over the years hear the words split-dollar come up while discussing planning for their business owner client and are immediately turned off by the idea because of the presumptive complexity of this type of plan. However, split-dollar...
by Morgan Mynatt | Jul 14, 2020 | TBA Blog
For many years people have been attracted to whole life insurance for the long-term death benefit guarantees and cash value growth, but what these policies offer in terms of guarantees, they often lack competitive pricing and flexibility. Recently, one of our...
by Morgan Mynatt | Jun 17, 2020 | TBA Blog
Written by Zach Gosselin Each week I get a new call from an advisor working on insurance planning for a business owner, and the majority of these revolve around two key needs: buy/sell planning and key person insurance. Today, more than ever, we know that businesses...
by Morgan Mynatt | Jun 5, 2020 | GUL, Life Insurance, TBA Blog
Wow! What a difference a couple of months can make. While the life insurance business is still a very important part of any planning, I think we may have taken a back seat recently. While you may not have noticed it, one of the newest offerings in the life industry...
