4 Ways to Talk About Long-Term Care
BSMG
Advisor Marketing Tips,
Life Insurance,
Buy Sell Agreement,
Sales & Prospecting Tools for Advisors,
Long Term Care
No Comments
30 Nov 2017
Do you have clients with no plan for long-term care, or a reluctance to plan for the unexpected?
Five Reasons the Ultra-Affluent Will Still Need Life Insurance, Even Without Estate Taxes
BSMG
Life Insurance,
Buy Sell Agreement,
Estate Planning,
Tax Planning,
Business Succession
No Comments
29 Mar 2017
With all the questions looming around what will happen if the proposed elimination of estate taxes goes through. You may be wondering if the affluent will still have a need to buy life insurance and how it will impact your life insurance sales strategies. The knee jerk reaction is that the wealthy will not have the same level of need for a life policy, however there are many reasons, other than estate taxes, why the ultra-wealthy should purchase life insurance. Forbes Insights cites some reasons from Frank Seneco, President of Seneco & Associates, on the subject matter. We have summarized and expanded these insights to offer you an opportunity for new life insurance sales strategies.
Read More[INFOGRAPHIC] Succession Planning for Small Business Owners
BSMG
Buy Sell Agreement,
Insurance for Small Business Owners,
Business Succession
No Comments
14 Oct 2016
Could your client's company survive their loss or the loss of a co-owner? How would such a loss affect the remaining owners and employees? Is your client's business prepared for the future?
Read MoreTop Business Owner Concerns
Russell E. Towers JD, CLU, ChFC
Retirement,
Life Insurance,
Buy Sell Agreement,
Business Succession
No Comments
11 Oct 2016
What are the main concerns for your business owner clients?
This Business Owner Concerns infographic breaks down your client's top considerations. This information will be useful when finding the right financial solutions for themselves and their business.
Read MoreThe Right Buy-Sell Agreement for Your Client
Russell E. Towers JD, CLU, ChFC
Retirement,
Life Insurance,
Buy Sell Agreement,
Business Succession
No Comments
6 Oct 2016
One of the most important planning issues confronting a business owner is what happens to his or her share of the business upon death.
Buy Sell Agreements: (Infographic) Risks of an Outdated Valuation
BSMG
Life Insurance,
Buy Sell Agreement
No Comments
5 Mar 2015
So your're helping your business owner clients prepare for the future with a buy sell agreement funded with life insurance? Great! But before you finalize the documents, be certain that buy sell agreement accurately reflects the fair and current value of the company.
This inforgraphic from Principal will show you why.
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