When owners use the business evaluation process, results can lead to significant opportunity.

When you know which questions to ask, and learn detail of what your clients would like to accomplish, you start to get a clear picture of what matters most.

Learning the common pitfalls and how to avoid them will not only help your clients get the coverage they need, but will also help you become a better producer.

While most Buy-Sell agreements include the needed Life Insurance, what happens if there is no death?

Although a Deferred Annuity is a great vehicle to accumulate funds for retirement, it is not an efficient vehicle to transfer wealth since it may be taxed twice at death.

Giving directly can significantly reduce the amount of assets ultimately passed to family members and other loved ones.

An Executive Bonus Plan allows a business owner to select who they reward with no discrimination rules, and have the contributions tax deductible to their business. Plan implementation is easy, with no IRS approval necessary.

When owners use the business evaluation process, results can lead to significant opportunity.

When you know which questions to ask, and learn detail of what your clients would like to accomplish, you start to get a clear picture of what matters most.

Life Insurance conversations with millennials need to shine light on the future benefits a life policy can offer.