In this video, you’ll learn how the owners of Coffee Break harnessed the power of a buy-sell agreement to protect their business in the event of unforeseen circumstances like the loss of a partner.
SMRU 5868710 | Exp. 09/30/2025
Families that care for individuals with special needs can work with a qualified professional to create a special needs trust to help protect their assets and provide lifetime financial stability for their loved one. Watch this one-minute video to learn more.
SMRU 1840770 | exp. 3/17/24
Watch this 2-minute video to learn how a supplemental life insurance retirement plan – or SLIRP – can allow you to get money when you want to, or need to, without hassle.
SMRU 1831107 | exp. 9/27/23
Do you know how a buy-sell agreement works? If you co-own a business, you can’t afford not to.
SMRU 1779960 | exp. 12/16/23
There are three types of income buckets – taxable, tax-deferred, and tax-free. What’s in your bucket?
SMRU 1859097 | exp. 4/4/24
How do employers retain top talent? Watch this video to learn more about a key employee retention strategy.
SMRU 1854308 | exp. 4/4/24
Deena and Dave have loved their local dinosaur museum for many, many years. So much so, that they donate to the dinosaur museum every year. But when it came time to figuring out the best tax strategies for charitable giving, they thought it would be as confusing as spelling brachiosaurus. Watch this video to learn about the three places your money can go when you pass away – your beneficiaries, the government, or your favorite charities.
SMRU 1854309 | exp. 2/7/24
When it comes to owning a life insurance policy, we know what you’re thinking. “I don’t need to worry about that right now. What’s the worst that could happen?” Watch this animated video to see three different outcomes a family could experience in the event of an untimely death and see why ILITs can be the best option to protect your family’s future.
SMRU 1828160 | exp. 7/26/23
The most successful business owners know when and how to use tools, such as the Marketability Assessment, to increase the return on the investment in their business.
In this short video, we introduce Mario and Maria. Both own successful businesses and have decisions to make when it comes to determining the value and marketability of their businesses as they consider their exits.
SMRU 5042201 | exp. 11/29/24