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My Business Is Too Small for Life Insurance

My Business Is Too Small for Life Insurance

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 the size of business.  It is a function of planning for...
My Business Is Too Small for Life Insurance

My Business Is Too Small for Life Insurance

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...
Does Your Bank BOLI?  It Should!

Does Your Bank BOLI? It Should!

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...
5 Elements for Building a Winning Sales Team

5 Elements for Building a Winning Sales Team

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....
3 Counter Intuitive Ways to Spur Growth

3 Counter Intuitive Ways to Spur Growth

Get rid of customers – Get rid of products – Raise your prices. These ideas, while sounding a little crazy, actually can increase revenues. Let me share the story of a commercial printer that got rid of customers, got rid of products, and grew. Previously,...
Is There an Angel in Your Future?

Is There an Angel in Your Future?

By Kevin Marshall CFO and Vice President Global Investment Strategies   A lot of our clients are successful enough to help others.  This manifests itself through selfless charitable works and giving.  It also manifests itself through investments, specifically as Angel...