Though effective estate planning can take several years to set up, many adult children say that this is something that shouldn’t be too strenuous for themselves to cull together, thanks to the financial obligations parents have to their offspring, a recent poll has found.
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The following are some key tips in how to build relationships with your business owner clients.
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In a twist of irony, 2020 will be going down in history as the year no one saw coming. From Covid-19, shutdowns, store inventory shortages, high unemployment, wild market swings, trillion-dollar bailouts, to historically low interest rates, this year will change the future in ways we do not fully understand yet. However, one trend that…
Continue Premium Finance Opportunities are at All Time High!
When it comes to wealth planning and retirement readiness, is it better for your clientele to go about the process with an advisor or on their own? Of course, as a financial professional, you know the answer to that question. Yet, some of your potential advisees may not be fully convinced that investing in professional…
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Americans, by and large, understand the importance of life insurance. This is particularly true of high net worth individuals. Generally defined as those with investable assets between at least $5 and $10 million, high net worth people have many responsibilities and assets that require financial protection. Diverting resources to pay for the premiums, while possible,…
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When you’re a business owner who needs money but lacks the sufficient capital, banks serve as one of many potential cash flow resources. According to the most recent statistics available from the Federal Deposit Insurance Corporation, more than two-thirds of households in the U.S. are fully banked, meaning they have access to traditional banking products…
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Owning a business is the ultimate balancing act, and the bigger your company is, the more complicated the task can become. Not only do you have to take into consideration the financial and material needs of your business to stay up and running, but you also have to be mindful of your workers – both…
Continue Life insurance premium financing: A potential strategy for your thriving business
For individuals, business owners and their staff members with a demonstrated life insurance need, life insurance premium financing can make a lot of sense. The costs of living or running a company add up, and there’s only so much available capital that can go toward addressing these expenses. Life insurance premium financing helps in this…
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There’s one thing the high net worth strongly desire that all the money in the world won’t buy – financial education. More specifically, financial education for their family and loved ones.
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Small-business owners could be doing a better job preparing for retirement.
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