THE BUY/SELL BLIND SPOT: Why Most Advisors are Failing their Business Owner Clients
Most business owners are walking a financial tightrope—without a safety net. You see it. You know it. Yet, too many advisors and insurance agents hesitate to have the tough conversation about succession planning. Maybe because it’s uncomfortable. Maybe because it feels complicated. But here’s the truth: If you aren’t talking to your business owner clients […]
Key Person Insurance: Lessons from Aaron Rodgers
If you’re a football fan, you likely remember the collective gasp when Aaron Rodgers of the Jets went down with a season-ending injury mere moments into the first game of the year. Beyond the disappointment for the team and its fans, this incident sheds light on a crucial aspect of business risk management: Key Person […]