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Own a small business? You could be eligible for a tax credit!
Did you know if your client has no more than 25 full-time employee equivalents (FTE’s), they could be eligible for a credit up to 35% of premium on their tax return?!! Small Business Owners can...
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Small Business Planning Part 2
Life insurance can be structured to fund a “buy-sell” agreement. This is an agreement among owners to buy a deceased owner’s share of the business at a previously agreed upon price in the event of...
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Estate Planning
■ Make tax-free gifts. Under current federal law, you can give up to $13,000 to as many people as you wish each year. This is a great way to reduce the size of your estate (and potentially save estate...
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Disability Insurance is the forgotten insurance
The importance of auto, health, homeowners and life insurance is well known. But disability coverage, which replaces lost earnings if you can’t work, tends to be ignored — until you need it. Government...
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Financial Safety Net for Women – Part 1
We are starting a new series for women. This series will focus on areas that are of importance to women, their families and their businesses. Statistics has shown that if we aren’t already, most of us...
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Not Having Money Is The Root Of Evil… Here’s Why
Once a woman takes control of her finances, she will never be powerless again. The growing power of women and finances is not some fly by night fad. It is the new normal in American households. 73% of...
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What Single Mothers Need To Know About Income Support For Their Families
Women have the tendency to look after everyone else but themselves. We care for our communities, our churches, our children, our co-workers, even the family pet more than ourselves. There are three...
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How To Protect Yourself From The Unexpected
Last time we talked about the three pillars of protection for you and your family: Disability, Life and Health insurance, with our primary focus on disability insurance. This time we will cover life...
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