Transferring Ownership of a Mid-Sized Firm: Consider an ESOP
Over the next 20 years, 70% of the owners of small and medium-sized American businesses will be retiring. According to a 2017...
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Lock in Benefits and Reduce LTC Insurance Costs for an Aging Parent
Making sure that aging parents have the care they need is a responsibility that weighs heavily on adult children. Today, it’s...
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Estate Planning When You Have a Special Needs Child
No one likes to consider their demise, but when children are involved it’s essential. No one likes to consider their demise, but...
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Growth Marketing – Make It Work
It’s a new approach to solving problems that likely date back to the Pyramids. Growth marketing aims to discover friction points...
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The Best Online Marketing Tools for Business
Marketing your business is like any other task: you need the right tools for the job. Here’s a few of the best as suggested by our...
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Estate Planning Update: Pawternity Now
It’s no secret that some people love their pets more than their fellow humans. They lavish attention, walkies, healthy diets and...
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Digital Estate Planning, RUFADAA and You
Many of us love a new acronym and even if you don’t, here’s one to take aboard: RUFADAA. Many of us love a new acronym and even if...
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How Wealth Managers Can Keep the Next-Gen as Clients
When wealth is passed from the older generation to the next, how can the historical managers of these assets maintain the next-gen...
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Long-Term Care Insurance Hack for Unmarried or Surviving Spouses
Long-term care insurance can be expensive, and this is particularly true for single women. However, we have developed an innovative...
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Single Moms and Dads Need to Think About Life Insurance
It seems reasonable enough: there likely isn’t a reasonable parent in the world who isn’t aware of the need for life insurance...
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How Unmarried Cohabiting Couples Can Protect Their Interests
Times have changed and today it’s very normal for couples to live together before marriage or eschew marriage entirely. But...
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The Estate Planning Mistake Most Commonly Made by Families
When families are planning on how to distribute their estates, one common mistake is seen at all levels of wealth. This involves...
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New Survey Reveals Two-thirds of Employees Likely to Buy Group Life Insurance
A survey conducted on behalf of OneAmerica by Harris Poll revealed that 68% of workers would be somewhat to very likely to purchase...
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Term Life Conversions: Is Time Running Out This Year?
Advisors are ever on the lookout for new business. Here’s an interesting fact: it can often be found in their old business...
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Ways to Mine Clients for Connections
Everyone in the advisory business knows that clients are the best entry to new contacts. Let’s run down a few techniques to help...
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Determining Who Needs Long-Term Care Insurance
In an era when life expectancies are extending and healthcare costs are rising steeply, clients are often tempted to purchase...
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