Transcript

00:48 – I would like to welcome everybody to our
00:50 – training today today we’re going to talk
00:52 – about guaranteed-issue and
00:54 – guaranteed-issue is a process

“Life insurance as a retirement strategy” (LIRS) is an invaluable strategy for financial professionals to retain clients by helping them maximize their cash values for retirement. Permanent life insurance is legally allowed certain tax advantages, such as tax-free

A buy-sell agreement is a key part of any business arrangement. The buy-sell agreement is the “prenup” that determines what happens when the business arrangement breaks up.

So, why enter into a buy-sell agreement? The easy answer is that the ownership

Splitting up a family business is hardly a simple process.

Many families fail to successfully pass their business on to the next generation due to failure to plan for the transition. This is especially tricky when some