by Zach Gosselin | Apr 1, 2022 | TBA Blog
As seen in the April 1, 2022 issue of Advisor Magazine. As every financial advisor knows, estate planning is critical for clients to properly execute their final wishes and distribute their accumulated wealth. For business owners, there is an additional layer of...
by John Felton | Feb 4, 2022 | Life Insurance, TBA Blog
Reprinted with permission from the January 27, 2022 issue of ThinkAdvisor. © 2022 ALM Media Properties, LLC. Further duplication without permission is prohibited. All rights reserved. Whether you are working with an existing client or preparing for a discovery meeting...
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...
