If you co-own a business, here’s a question worth sitting with: What would happen to your company if one of the partners were to die tomorrow? Without a plan in place, the answer could involve legal ...

In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

A life insurance policy is a contract between an individual and an insurance company, where the individual pays regular premiums in exchange for a death benefit to be paid out to their beneficiaries ...

Closely held businesses routinely use life insurance to fund buy-sell obligations when an owner dies. The logic is simple: the company or surviving owners need liquidity to effect redemptions or ...

David Price is the CEO and Founder of The Price Group, one of the fastest-growing insurance agencies in the country. The insurance industry has been transformed by technology, flexible work models and ...

Cross-selling is a cornerstone of effective insurance sales, offering significant opportunities to enhance client relationships and meet critical needs. One such opportunity that often gets overlooked ...