News & Updates
Stay Tuned to the Blog for news and updates! Beginning in June 2020 You can find useful articles, as well as content to help steer you in the right direction.
If you have any questions, please don’t hesitate to give us a call or contact us via the form!
Life Insurance for 2021 | Worth Looking At
2020 has been one of the most unforgettable years of our lifetime, be it not the best year of our lifetime. It's safe to say that your business or organization had to pivot this March when the pandemic hit. Have you taken any time to look at your life insurance...
Comprehensive Split Dollar Plans for WNY Executives
A Split Dollar arrangement is a sophisticated financial planning strategy that helps fund payment of life insurance premiums. Throughout this blog we will continue to touch on various ways that Split Dollar plans can be used. We always recommend filling out a quick...
How Jim Harbaugh Used Split-Dollar Life Insurance to Win Off the Field
Back in August of 2016, Jim Harbaugh took a job at his alma mater, leaving behind an NFL salary for the love of fighting for his Michigan Wolverines. What you may not know is that that August he started a trend amongst his peers of using split-dollar life insurance...
Ask Mark #2 | 5 Questions to Ponder as You Grow & Develop Your Business
Owning and operating a business isn't easy, or everyone would do it. When things like COVID hit, owning a business gets even more complicated. How do you ensure your money is working for you? There are options available that can help you get more out of your hard work...
Ask Mark#1 | 6 Questions to Ponder as You Approach Retirement
Taking time to talk about your retirement options when it comes to insurance is vital right now. Living in the WNY area, we have done a great job of helping to flatten the curve, allowing most businesses to begin to operate again. What we would like to do here on our...
Who Knew? Insurance Planning in WNY for 2020 and Beyond
This era hasn't been easy on anyone. Since early March the country and world has been rocked by the trials and tribulations of a fateful virus, global pandemic, and civil unrest. The strong we know will continue to strive forward. We understand this because we have...