Not many people consider life insurance options when planning how much money they will take in after they retire. Traditional options and social conditioning typically push the everyday 40-55 year old into a plan that they don’t truly understand. Our goal is to...
The last few years haven’t been easy for anyone. If you’re fortunate enough to make it this far, it can be assumed you’ve known someone who has unfortunately succumbed to the pandemic. It’s been tragic to say the least. The emotional and...
When you think of life insurance, what do you think of? You probably think of that last Kool-Aid salesman who tried to sell you some package to help pay for your funeral right? We are here to change that. If you haven’t noticed, we have a bunch of different...
We’ve talked a bit on the blog here before about Split-Dollar plans, and how many high income earners are supplemented and multiplied with executive benefits packages like Split-Dollar. NCAA football coaches for example, often are the recipients of the benefits...
We work with people of all walks of life, but many times we find that with CEO’s and owners of Not-for-profit Credit Unions struggle with recruiting and retaining high quality talent. With the inability to offer things like stock options, putting together...
When is the last time you reviewed your portfolio? Have you audited your life insurance plans lately? How could the election effect your tax bracket? These are only a few questions you should be asking. You don’t want to wait too long to make some of these moves...
