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Different types of Life Insurance Policies
Life insurance can feel like a complex financial product, shrouded in confusing terminology and various options. Cindy Fields' latest blog post dives into the different types of life insurance available, empowering you to make informed decisions for your future and your family's well-being.
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Different Types of Buy-Sell Agreements
This new post from Cindy Fields delves into the different types of buy-sell agreements, equipping you with the knowledge to choose the one that best suits your business needs. Understanding these options empowers you to create a robust framework for a smooth and successful transfer of ownership, ensuring your business's long-term stability.
The Lifeline: Why Life Insurance Matters More Than You Think
Description and SEO - Is Life Insurance Just for the Grim Reaper? Think Again! Life throws curveballs, but life insurance can be your financial home run. This blog post from Cindy Fields unpacks why it's more than just replacing income.
INSURABILITY: THE MOST IMPORTANT RETIREMENT ASSET?
Quick, what is your most important retirement asset? This short video answers the question and offers a surprising solution… [video width="1920" height="1080"...
Buy-Sell Planning While Generation Straddling
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. [video...
Five Steps to Create a Flexible and lasting financial plan for You and your business
From cash reserves to financial professionals, here are five key ideas to help your business navigate volatility and build long-term resilience.
Four key questions business owners should consider when preparing to sell
Selling a business can be complex. Not unlike anything else in your business life, selling a business needs a strategy and a tactical plan. In this post, Cindy shares four key questions owners should consider before doing so.
Six Steps to succession planning for Businesses
Transitions and change are challenging—especially for small business owners. It can be tough to wrap your head around leaving something you created and led, and even more complex if multiple people might be interested in taking over. That’s why I wrote 6 Steps to Succession Planning for Businesses.
The Business Case for Key Person Disability Insurance
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.
UCC Article 9 Debt Relief: What is it? How does it work?
In this post you'll learn how debt relief under Article 9 is a cooperative process–benefits both business owners and creditors.
How Well Protected Is YOUR Business?
This post explores how you can protect your business, employees, and lifestyle with the help of insurance products.
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