Ways to sell or transfer a business
Consider the options: ESOP, transfer, sale, or management buyout?
Insurance, Annuities, and Investments
Blog Listing
Estate equalization for business owners: How to do it
Dividing an estate should be easy math, but for business owners the largest asset is often illiquid.
It pays to establish business valuations
Business owners need to understand valuation and why it’s critical for their future.
What owners should know about Qualified Sick Pay Plans
You can help protect your business by funding a Qualified Sick Pay Plan.
Can your business continue without you or your partner?
Preparing for the unexpected may help you avoid unpleasant outcomes, like liquidation.
Employee retention: 3 key points
Ways for a business to attract and retain great employees.
Using life insurance for supplemental retirement income
Business owners are finding that the traditional means of funding a comfortable retirement may not be enough.
Keeping your retirement plans in sync with your business
Are you a small business owner planning for retirement? Estimate the value of your business.
Setting financial goals: Savings
Set a plan for your savings goals as part of a long-term financial strategy.
Setting financial goals: Income
Don't ask how much you will make, but how much you could make.
Setting financial goals: Debt
View the elimination of debt as a long-term financial goal and create a schedule and plan.
Setting financial goals: Retirement
Contributing to qualified retirement plans is just part of the equation.
Prepared for a disability? Business overhead insurance
Help protect your business in case of a disability through overhead expense insurance.
Different types of buy-sell agreements
They protect against the 5 D's: death, disability, divorce, departure, and disqualification.
Are you doing enough to protect your highest earners?
Life and disability income insurance can help protect your highest earners.
Knowing the value of your business
When it comes to putting a price on the business, too many owners decide to go it alone.
8 ways to engage millennials in your workplace
How do you deliver workplace benefits to the millennial generation?
The executive bonus that keeps on giving: Insurance
An executive bonus plan is a way to reward key employees using life insurance.
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