Executive Bonus Plans CONTINUED
Last month’s One Idea from AgencyONE’s Case Design department discussed a planning option for businesses that is currently experiencing a resurgence in popularity – the Executive Bonus Plan. Executive Bonus […]
Underwriting Anxiety & Depression
Tis the season of STRESS!!! The hustle and bustle of the holiday season is upon us, and this time of year can cause increased anxiety and even depression. Both are […]
Executive Bonus Plans for Key Executives
The retention of employees has been on the minds of many lately – including advisors and their business owner clients. Business owners are more concerned than ever in retaining and […]
Dead Assets – Literally
As many of you know, I spend a lot of time on the phone with financial advisors assisting them in defining ways to mitigate risks resulting from mortality, morbidity, longevity, […]
IRR Calculations & Comparative Cash Flows
I have been running illustrations for a LONG TIME, and I learned very early on how IMPORTANT it is to include the Internal Rate of Return (IRR) report in any […]
Leaving or Living a Legacy
Conversations that financial planners have with their clients can be tricky. Most financial advisors only talk about “the money” and hope that the recommended planning is put in place so […]
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