Have you ever heard of a 17 year term?

Have you ever heard of a 17 year term?

Have you ever heard of a 17yr level term? It is available and so are a number of different options! Select-a-Term is a flexible solution to match your client’s specific situation with full convertibility to a permanent solution at the end of the level-premium period....
4 Keys to Successful Succession Planning

4 Keys to Successful Succession Planning

In today’s industries, progress is the heartbeat to an inevitable cycle of change and the advisory business carries no exception.   As successful advisory practices continue to evolve, it is becoming necessary to undertake a succession plan that suits your clients’...