Learning Resources
Featured Articles
Case Studies
Real life solutions.
The Importance of Life Insurance in a Two- or Three-Owner Business
In this case study, three individuals, Alex, Bob, and Charlie, decided to pool their resources, skills, and expertise to create a successful software development company known as ABC Tech Solutions.
Equalizing Estate Gifts with Life Insurance
Estate planning is a critical consideration for business owners who wish to pass on their wealth to their heirs while ensuring equitable distribution.
The Liquidity Conundrum
This case study highlights a major tax issue faced by most successful families.
Insurance Education
Educational articles about insurance and financial planning.
Secure The Future of Your Family Business: Plan Today
Let’s explore some simple steps that can be taken to secure your family business’s legacy.
Available Options Within Your Insurance Policy
Insurance policies can have many contractual guarantees and options, depending on the type of policy purchased.
Secure The Future of Your Family Business: Plan Today
A well-executed family business succession plan is key to long-term success. It helps make the leadership change smooth and keeps your family’s legacy alive.
In The News
A collection of news articles we find valuable and may be of interest to our readers.
