Dec 5, 2019 | Vault AIS Process
If you have a qualified plan, what do you do with it? Do you continue to fund it? Is it the most efficient place for you to put your cash? First of all, when you fund a qualified plan, you’re relinquishing control of cash and you’re putting it into a...
Dec 5, 2019 | Vault AIS Process
What is a buy-sell agreement? I am not an attorney and I am not an accountant. So I am not giving tax advice or legal advice here. Simply put a buy-sell agreement is a document inside your LLC, S-corp, C-corp. It’s a legal agreement that you have with a partner...
Dec 5, 2019 | Vault AIS Process
Do I need life insurance on key employees? Yes! Yes, you want life insurance on your key employees. Do you remember the conversation about transferring the risk versus retaining it? The #1 Asset in your business is you! People are assets, things are not. Human life...
Dec 5, 2019 | Vault AIS Process
How do I know how much life insurance I need? Producers buy as much life insurance as they can get. That’s a pretty bold statement, is it? Producers Vs Consumers. Consumers consume more than they produce. Producers produce more than they consume. However,...
Dec 5, 2019 | Calculations and Tools
Do we have a budgeting tool? We have something better than a budgeting tool. We have an empowering spending plan. Budgeting tools are boring, right? Download the Family Finance Guide We have a workable PDF that will allow you to first eliminate emotion and get to the...
Dec 5, 2019 | Calculations and Tools, Uncategorized
Are there any Calculators for using your policy as a...
