How Family-Owned Businesses Contribute to the Economy and the Imperative of Succession Planning
Family-owned businesses (FOBs) stand as stalwarts in the economic landscape, contributing significantly to the nation's prosperity. These...
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- Nov 13
- 4 min
Cracking Down on Anonymity: The CTA's Disclosure Requirements
On January 1, 2021, a new law called the Corporate Transparency Act (CTA) was passed. The CTA is designed to make sure people can't hide...
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- Oct 26
- 3 min
Secure Your Business's Future with Buy-Sell Agreements and Insurance!
Hey, my fellow business owners, We get it - running a business is a rollercoaster ride of challenges, but here's some food for thought:...
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- Aug 31
- 5 min
If It's Good Enough for Bankers, It's Great for You! The Power of Permanent Life Insurance
Exploring the Value of Permanent Life Insurance Permanent life insurance offers a unique and valuable component to a comprehensive...
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- Jun 20
- 2 min
Key Person Planning: Safeguarding Your Small Business and Dreams!
🔑👥 Key Person Planning 🔒💼 Have you ever wondered what would happen to your small business if a key person—the backbone of your...
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- Apr 24
- 3 min
Cash Value Life Insurance: A Business Owner's Financial Safety Net
As a business owner or manager, you understand the importance of having liquid capital to support growth. However, finding or borrowing...
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- Apr 17
- 4 min
Navigating Recession Risk: Should You Invest in Annuities for Retirement?
When considering retirement investments in uncertain economic times, many individuals turn to the safety net provided by annuities.
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- Apr 12
- 6 min
Mastering Personal Finances: Tools and Strategies for People on a Budget
It's Financial Literacy Month, so we thought we'd share some insights to help you on your journey to be better with money. Financial...
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- Mar 13
- 4 min
How Small Businesses can Hedge Against Banking Risks
Small businesses face many challenges when it comes to managing risks and protecting their assets. One way they can safeguard against...
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- Mar 8
- 5 min
Recession-Proof Your Finances: The Value of Cash Value Life Insurance from Trusted Mutual Insurers
In times of economic downturn, many individuals turn to strategies that can help them safeguard their finances and provide some measure...
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- Mar 1
- 3 min
Building a Thriving Airbnb Business with Tax-Smart Strategies and Permanent Life Insurance
Maggie was a successful entrepreneur who ran a thriving Airbnb rental business. She had two children, a loving husband, and three...
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- Feb 23
- 6 min
Breaking Down Barriers: How Black Americans Are Overcoming Obstacles to Achieve Financial Security
Historically, black people in America have been excluded from many financial opportunities, mostly due to the burden of racism and...
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- Feb 16
- 4 min
Maximizing Your Real Estate Investment with Life Capitalized Solutions and Permanent Life Insurance
Our Life Capitalizedâ„¢ solutions based on the infinite banking system (IBS) is a unique financial strategy that involves using permanent...
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- Jan 31
- 3 min
Building Your Nest Egg: Why Pensions and 401(k)s Aren't Enough
As we approach our mid-career years, many of us begin to think about retirement and the financial resources we'll need to support...
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- Jan 17
- 3 min
How Coli Can Boost Your Company's Balance Sheet & Valuation
Maximizing Value with Corporate-Owned Life Insurance Numerous non-qualified benefit packages, such as deferred compensation plans, are...
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- Jan 16
- 3 min
Tax-Smart Savings: How Cash Value Life Insurance Can Boost Your Financial Plan
WHAT IS CASH VALUE LIFE INSURANCE? Cash value life insurance is a type of life insurance that not only provides financial protection for...
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- Jan 15
- 2 min
Putting Your Future First: The Power of Paying Yourself First
Paying yourself first is a financial strategy that involves setting aside money for savings and investments before paying any other...
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- Jan 8
- 3 min
Your Guide To Term Life Insurance
What is Term Life Insurance? Term life insurance is a type of life insurance policy that provides coverage for a specified term, or...
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- Jan 8
- 2 min
Your Guide to Understanding Permanent Life Insurance
Life Insurance What is Permanent Life Insurance? Permanent life insurance is a type of life insurance that provides coverage for the...
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- Dec 8, 2022
- 1 min
Retirement Planning - What Are You Allowed to Contribute?
2023 IRS Retirement Plan Contribution Limits.
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