Tag: wealth planning

Simple Tips For Successful Inheritances & Wealth Transfer

Learn these simple tips for Successful Inheritances. Help your heirs hold on to their inheritances and keep your family intact. Giving while living is ideal but that oftentimes is not possible. Wealth transference can be complex and gut wrenching for some. Without careful planning, conditions can end up ripe for wealth destruction. Wealth will transfer, just […]

“Not My Family!” Strategies To Avoid Wealth Destruction

The objectives of successful wealth transfer planning and inheritance planning are both financial and succession oriented. Too often, all the planning attention is placed only on the financial aspects. This can lead to unintended consequences for family and business relationships. Most people passing on wealth do so with an expectation that their generosity will be […]

Federal Estate Tax Repeal – Bad For Business

The life insurance industry let us down when it allowed the estate tax rate to settle at 40% and the lifetime credit (exemption) to  rise to $12MM per couple. The impact is still punishing planners of all stripes. It is time for life insurance companies to step up and commit to national advertising and marketing campaigns to promote the virtues of their […]

The Longevity Story

The longevity story

The Value of a Professional’s Advice

Professional Advisors Vital to Financial Health. Make no mistake about it. The research continues to confirm that getting advice from professionals is beneficial in every measure: insurance, retirement planning, investing and quality financial plans. Within 4 to 6 years, households who used advisors accumulated 58% more assets than those who self-directed their investments. Using a […]

Life Insurance Premium Financing – Know The Risks.

Is life insurance premium financing right for you? Life insurance premium financing is not free life insurance. By itself, this will eliminate 90% of the prospects. The annual out of pocket cost is more than the cost of cheap term insurance. There goes another 90%, leaving a legitimate population of 2-3% of all prospects who […]

Everyday Tips For Longevity In Retirement.

1. Time passes faster every day. Don’t make it worse by rushing and stressing over time. Where are you going? 2. Take care of your body so it will take care of you later. Don’t let your world get smaller each day – stay fit and mobile. 3. Intimacy and friendships remain important regardless of where you […]

Beware of Bad Financial Advice.

Beware of bad financial advice from your friends and family https://t.co/h5zoIuf6SF — dnason (@dnason) November 7, 2016

Succession Planning Tips. Easing the Transition of Your Business

  Each time a family business successfully transitions from one generation to the next, it is quite an achievement. It requires many different people working well together over a sustained period of time.  Succession planning is a complex challenge that will impact millions of businesses on the American business landscape. Speaking from personal experience, there […]

Life Insurance Advertising and Marketing

Insurance Industry Must Do Better.

Advertising & Marketing 101 If you stop to think about it, when was the last time you saw a life insurance company target an event like the NCAA tournament, the Super Bowl or the Masters (each is their target audience) with ads about the virtues of buying annuities, or life insurance, or any of their […]

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