In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

I know that sounds ridiculously obvious. And simple. Well, it’s not that simple. Every prospect’s situation is unique and an agent’s ability to bob and weave through a wide range of objections and ...

Closely held businesses routinely use life insurance to fund buy-sell obligations when an owner dies. The logic is simple: the company or surviving owners need liquidity to effect redemptions or ...

Recently, the U.S. Supreme Court made a ruling about the wrong way to use life insurance when buying out the other owner’s family interest in the business upon the death of that owner. Life insurance ...

“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...

With a focus on business owners and business needs, Principal has life insurance options that scored very well in our evaluation Written By Written by Insurance Senior Editor, Buy Side Amy Danise is ...