Key Person Life Insurance

Posted by John Christopher on July 21, 2019

A key employee is generally highly paid, responsible for management decisions, has a significant impact on sales, and has a special rapport with customers and creditors. A key employee may or may not be an owner.

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Choosing the Right Insurance Mix

Posted by John Christopher on June 17, 2019

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? Or is a flexible plan such as universal life the way to go?

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Deferred Compensation

Posted by John Christopher on May 21, 2019

A nonqualified 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. The employer makes an unsecured and unfunded promise to pay the amounts specified under the agreement to the executive at some future date. Nonqualified deferred compensation can be utilized in both the employer/executive and the employer/independent contractor context.

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Using a Business to Fund Life Insurance

Posted by John Christopher on April 17, 2019

The use of asset protection strategies has gained the attention of wealthy Americans over the years as the legal system has become increasingly subject to unwarranted litigation. As a result, creditor protection can play a significant role in planning for many individuals.

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Business Transfer Issues

Posted by John Christopher on February 19, 2019

A will directs the disposition of your assets; but, when you do not want to leave your business to your heirs, you may also need a business purchase agreement (also known as a “buy-sell”) to outline the terms by which successor owners will acquire and continue the business.

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What's the #1 Concern About Retirement?

Posted by John Christopher on January 7, 2019

People want to know what they can expect from their investments. We work with them to position their portfolios based on their risk tolerance and their goals. We help them to create portfolios that are designed to protect the wealth they have while still being positioned to take advantage of potential wealth opportunities.


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