Attention small business owners! Your company’s success depends on the contributions of your key employees.
That’s why Key Person Insurance is one of the most important types of insurance for small business owners. What is Key Person Insurance? It’s a
Josh Sterling, a highly esteemed Wealth Strategist at Camas Advice, LLC in Windsor, CA, has attained the prestigious
As I mentioned in my previous posts and emails. I am going to provide more content about life insurance as a tax-free planning tool. Think of it as a series of information where the concepts and strategies I
Ever wondered what Business Prenups and Buy-Sell Agreements are, especially when it comes to being a life insurance advisor?
In this video, Rick Bailey, JD, MAcc, CFP®, founder of Camas, begins an introduction into what those are, and talks
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
It was a great honor for Rick and me to be invited to the Pacific Life Educational Symposium at the Hyatt Regency in Huntington Beach, California. The invitations were earned by 400 of the top
“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
The ability to leverage has always been intriguing. Borrowing money to pay the premiums for life insurance is no different. The concept of premium finance can be somewhat overwhelming; however, if separated into its component parts, it can be a
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
