Monthly Insights

Using a Business to Fund Life Insurance

Posted On April 15, 2018

For owners, owner-employees, and non-owner employees, personal insurance may be funded through the business a number of different ways.

4 Minute Read

Asset Protection Strategies

Posted On March 27, 2018

Asset protection is about protecting assets before the need arises; it is not about protecting assets from existing creditors.

6 Minute Read

Choosing the Right Insurance Mix

Posted On February 9, 2018

Should you purchase term insurance or is permanent insurance the better buy? If you already own a term policy, should you convert it to a permanent plan, such as whole life?

5 Minute Read

Deferred Compensation


Posted On January 11, 2018

A non-qualified deferred compensation plan is an agreement between an employer and an executive to defer the payment and receipt of compensation to the future for services performed today.

5 Minute Read

Sale to an Intentionally Defective Irrevocable Trust (IDIT)


Posted On December 19, 2017

An Intentionally Defective Irrevocable Trust (IDIT) is an irrevocable trust established by a grantor generally for the benefit of the grantor’s family.

6 Minute Read


Market Watch

September 25, 2018 @ 10:42 AM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.0%  
Nasdaq Composite ETF -0.0%  
S&P 500 ETF +0.0%  

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