The Clock is Ticking!
Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance. New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…
Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance. New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…
Transferring a Life Insurance Policy to a Corporation The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV). When handled properly, it will result in withdrawing capital from the…
Owners of very successful private corporations are well aware of the importance of cash flow. Many are protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed. The Immediate Financing…
Focusing on growth is harder when your co-owners are your relatives by Fred Pidsadny for ProfitGuide.com Family-run businesses are like elastic bands—they can be stretched only so far, in different directions, before tensions cause them to snap. Those who run family businesses…
Owners of very successful private corporations are intimately aware of the importance of cash flow. Many are very protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed. An Immediate…
It is common business practice for a company to use corporate owned life insurance in several situations. This article will identify those situations and discuss appropriate amounts of coverage for each of them. SHAREHOLDERS’ AGREEMENTS – It is customary…
While most business owners realize the benefits of corporate-owned insurance, many do not realize that flexible life insurance products such as universal life can provide them with the protection they need as well as a source of cash for business…
Insurance products are offered through our managing general agency, PPI Solutions.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.