In business with a much older, or younger, partner and in sticker shock over the difference in insurance cost coverage between the young un and the old fogie? Check out a solution in this short video on buy-sell planning while generation straddling.
President & Founder at Loyalty Alliance Inc.
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)
- INSURABILITY: THE MOST IMPORTANT RETIREMENT ASSET? - June 30, 2023
- Buy Sell Planning While Generation Straddling - May 12, 2023
- Five Steps to Create a Flexible and lasting financial plan for You and your business - May 9, 2023