Selling – the act of providing goods or services for money. Buying – the act of procuring goods or services for money. They sound similar and ideally are similar. They are interdependent, yet they manifest themselves in different ways, and somehow they...
If you can say no to the following five scenarios, you do not need any life insurance. Scenario #1 – When you die, it’s okay if your business dies with you. You are the owner of your very own privately-held company. You started it, grew it, and made it...
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...
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....
If you can say no to the following five scenarios, you do not need any life insurance. Scenario #1 – When you die, it’s okay if your business dies with you. You are the owner of your very own privately-held company. You started it, grew it, and made it...
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,...
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...
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