Protecting Your CPA Practice Before Retirement: The Importance of Key Person Insurance
As a CPA practice owner nearing retirement, you’ve likely devoted significant thought to your exit strategy. But what if, just before you’re ready to step away, one of your key team members becomes unable to work due to illness, disability, or even death? While it’s a difficult scenario to contemplate, planning for every possibility is […]
Annuities vs Life Insurance: What’s the Difference?
You want to plan for retirement, yet there are so many uncertainties – life expectancy, the size of your nest egg, market volatility, and finally, health concerns to top it all off. You seek stability, a safety net, and perhaps something to leave your loved ones. Who do you turn to? Where do you turn […]
The Intersection of Investments and Insurance
Retirement planning often feels like sailing between two essential points—growth and security. While investments offer the promise of compounded growth over time, insurance provides the peace of mind that comes with asset protection. But where is the line between overexposure and overprotection? Every dollar that isn’t invested is a dollar missing out on compound growth, […]
The Benefits of IUL Insurance
As CPAs, you understand better than most the fluctuating threats to financial security, particularly as we age. Variables such as inflation, market unpredictability, escalating healthcare expenses, and uncertain future tax scenarios are challenging to account for. That’s where an Indexed Universal Life (IUL) insurance policy comes into play. Specifically designed to reduce risks and offer […]
