Nov 13, 2022 | Insurance, Risk Management
Exceptional advisors understand that a “key person insurance” clause within a purchase agreement requires a corporately owned key person life and disability policy to keep the company – and the deal – afloat.
Aug 24, 2022 | Featured, Insurance, Risk Management
This post explores how you can protect your business, employees, and lifestyle with the help of insurance products.
Jul 8, 2022 | Featured, Insurance, Risk Management
When creating an estate plan, entrepreneurs generally look to ensure their heirs and beneficiaries receive assets in a way that effectively manages and minimizes estate taxes, gift taxes, and other potential tax and administrative costs. This can be pretty tricky, depending upon the components of the estate, their value, ownership structure, and even the state where the assets, and the entrepreneur, are located. Learn more about estate planning and affordable alternatives.
Jun 9, 2022 | Insurance, Risk Management, Sports
Getting hurt can mean a significant financial setback to a professional athlete or worse, end a career. That’s why they should consider protecting themselves and their loved ones through the purchase of a form of disability insurance that addresses their unique needs.
May 24, 2022 | Finance, Insurance, Risk Management
Key-person disability insurance can offer an intelligent and economical solution to avoiding economic disaster. If done correctly, not only is the economic risk transferred to a third party, but the transfer takes place for pennies on the dollar.
May 4, 2022 | Insurance, Wealth
Cindy Fields is President & Founder of Loyalty Alliance, Inc. and Achieve Beyond! Cindy is a Wall Street veteran with over thirty years of experience in financial services, working with high-net-worth individuals and businesses. She was one of the first professional women to work in private equity on Wall Street and is considered an industry pioneer.
Latest posts by Cindy Fields
(see all) I’ve been getting many questions from business owners on managing their business risks. As a result, I’ve decided to write a series of short posts to address their needs. These are to be educational thought starters. I hope you find them helpful! Now, on to today’s...