Presentation notes on Social Security with Ryan Hyslop
April 29, 2014
R.J Kelly and Advanced Estate planning ideas
May 17, 2014

Insurance Policy Reviews for Business Owners

There is a $3 trillion pool of life insurance being neglected by the financial services industry. With more regulatory requirements, expectations of increased transparency, and expanding fiduciary litigation, these assets can no longer be ignored!

This environment creates a breeding ground for missed wealth-creation opportunities, redundancy or omissions in risk management, nonexistent or obsolete succession planning, and lack of active management of existing insurance policies — thus creating big risk for the business owner and his or her family. Learn how to develop a Best Practices insurance risk management process that will also help you attract more clients.

For more information on having your business owners obtain a thorough review of their plans, please feel free to reach out to us at: 858-200-1911.