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{2:30 minutes to read} In a prior blog, we talked about a concept that is still very popular today called life insurance premium financing. Life insurance premium financing is a strategy that takes advantage of a low interest rate environment. It's not for the many, but it's definitely for the few.
{4:10 minutes to read} Going into 2015, we've experienced the continuation of what has been a low-interest-rate environment. While this is a good thing for people who are applying for mortgages, it might not be the best thing for your financial plan when it comes to investing. However, it might be a great opportunity for your estate plans.
{2:30 minutes to read} Throughout our lives, we're forced to contribute considerable amounts of money into the Social Security system, and then on a given day, we have to decide how we're going to best take the distribution. It's a daunting task. Because of low interest and longevity rates, Social Security is a huge retirement decision for everyone.
{2:30 minutes to read} Attention business owners, HR directors, and CFOs. As you design your employee benefit packages for the coming year and review your existing plans, we find many times people are treating the disability income insurance as the red-headed step child.
Strategic Wealth Advisors Network is a benefit planning firm, providing the highest level of service to business owners. We have been providing consulting services to corporations and businesses regarding their benefits, for some 30 years.
{1:20 minutes to read} Many people are trying to manage life insurance policies, whether they’re policies on their own life, or policies in a trust for which they are a trustee. You have to make the best policy decisions.
This blog post is rated NC17. Before reading, know that it contains language that could be considered inappropriate and offensive. While we say this with good humor, the reality is people are living longer and longer.
One idea that we would like to share with the advisors we work with is a concept that many people have found to be worthwhile. We call it, Gift Of A Lifetime or GOAL.
I want to talk about a phrase from The Godfather. The phrase is "It's business. It's not personal."
When we look very closely at things, we sometimes get a distorted view. Let's say we are looking closely at the ground. If we place a level on the ground, we can see that the earth we are walking on is flat. But as we move up and away from the ground, eventually we can start to see that the earth is actually not flat, but is round.
