Is it Time for Business Owners to Take Off Their Invincibility Cloak?

entrepreneur's invincibility cloak

Something about the phrase, “Don’t worry about it,” automatically has the opposite impact on me. Whether it comes from one of my kids or someone trying to convince me of something I’m unconvinced about, that phrase always makes me suspicious. Here is a story where a business owner was told by his business partner, “don’t worry about it,” when asked … Read More

The Death Side of the Life Insurance Business

Something happened to me for the first time this week; one of my clients passed away.  Being in the life insurance business, you expect to get used to the fact that you set up life insurance on the premise that it will likely payout one day.  The application and underwriting process is relatively transactional.  When I received the message from … Read More

10 Important Things to Consider When Choosing the Right Life Insurance

choosing the right life insurance

I don’t know anyone who likes buying life insurance, but it makes it easier when you know what to ask when buying it. Choosing the right life insurance can be a daunting task when you’re talking about insuring your eventual demise. The problem is, to most individuals that don’t know otherwise, the cost is usually the variable that people pay … Read More

4 Key Things to Consider When Building Business Owner Wealth

business owner wealth

The Keys To Building Business Owner Wealth You’ve built a thriving and successful business. You continue to be profitable and continue to reinvest into your business while building wealth for your eventual retirement. You have a succession plan in place and a plan to exit the business at some point over the next 15 years. The plan is to work … Read More