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Group Life Insurance vs. Private Insurance - Here Are 5 Things Your Missing
Free life insurance from your employer is a sweet deal. Here Are 5 Things Your Missing when going through your employer option that could jeopardize your family long term.
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Why business succession planning is important - Using buy-sell agreements.
The general function of life insurance is to create a sum of money payable at the death. When used to fund your buy-sell agreement, life insurance will create a sum of money at your death to buy your business interest from your family.
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Business Use of Life Insurance for Tax Planning
Life insurance is not only an important component of a personal financial plan, it plays a key role in the financial stability of a business. Life insurance can keep a business going should the owner die or a key employee.
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Business Use of Life Insurance: Life Insurance in Qualified Plans
Life insurance is one means for you, the employer, to finance an employer-sponsored retirement plan. As a source of funding, life insurance offers several advantages. It ensures that funds will be available to pay benefits at each...
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Business Use of Life Insurance: Corporate-Owned Life Insurance
Corporate-owned life insurance (COLI) is a type of policy that a corporation/employer, can own on the life of one or more of its employees. In addition to owning the policy, the corporation is also the policy's beneficiary.
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Business Uses of Life Insurance: Death Benefit Only
In general, a death benefit-only (DBO) plan is one form of a group carve-out plan. An employer uses a group carve-out plan to remove highly compensated employees from the company's group term life insurance plan and obtains individual...
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What are Business Uses Life Insurance
Businesses use life insurance in a variety of important ways. For example, life insurance is the preferred method of funding buy-sell agreements, insuring key employees, and guaranteeing a business loan, and much more.
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Leaving Your Job? 401K Rollover Options
Are you leaving your job and considering whether to take a distribution from your 401(k)? If so, make sure you’ve considered all your options. In general, you have the following four 401k four options...
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Why You May Need Both - Business Succession Plan and Estate Plan
Business succession planning should solidify the continuity structure for your business, whatever your wishes may be, while estate planning allows the opportunity to carry out your wishes for all of your assets (business and otherwise)...
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