Monthly Archives: June 2015

Let Somebody Else Fund Your Buy/Sell Agreement

For many professionals and small business owners, especially those involved in partnerships, a Buy/Sell agreement may be needed. These agreements are used when one of the partners, or a Key Man, dies and the remaining partners or owners do not … Continue reading

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How Life Insurance Costs Compare to Securities for Retirement Planning

Cash value life insurance is one of the oldest financial tools available. It can be used to protect a family from the death of the primary earner, it can be used for estate planning, and the tax-advantaged buildup of cash … Continue reading

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