Wealth accumulation is hard to do. Wealth retention, mainly from generation to generation, is also hard to do. There are three principles our high net worth clients understand about wealth that helps them keep it and pass it on to their succeeding generations....
If you think that your business is too small to need life insurance, you are wrong. In fact, the smaller a business is, the greater the need for life insurance. The need for life insurance is not a function of size of business. It is a function of planning for the...
Bank Owned Life Insurance (BOLI) is not new. Approximately 1 out of 2 US Banks own BOLI today. BOLI is simply an institutionally- designed, Key Person life insurance policy; it performs like a tax-free investment. Here’s how it works: A bank purchases bank owned life...
The sales team, more than any other functional area of the business, needs to work well. If they don’t, all other functional areas of the business have nothing to do. So, with that in mind, here are five elements that are essential to building a strong sales team....
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