The Business Will; Six questions
The Business Will: 6 questions
May 5, 2021
Disability insurance; does a Refund of Premium rider make sense?
Why a refund of premium rider for disability insurance can be a good investment.
February 5, 2021
Is life insurance really a good deal?
Is life insurance really a good deal.
January 10, 2020
Passive Investment Income rules: A solution worth considering.
The Passive Investment Income Rules. How a business couple saved the small business tax deduction.
July 18, 2019
Simply explaining business succession plan funding options.
Four pieces of paper convince successful business owner to fund succession plan.
April 11, 2019
Maybe you don't need to buy life insurance
Alternative to buying life insurance
February 1, 2019
When does Christmas start?
A small boy sings to the world.
December 19, 2018
Ownership rights in Life insurance policies
Life insurance ownership rights
January 8, 2019
Whole Life insurance & Flexibility no longer an oxymoron
Whole life insuance as a business planning tool
October 29, 2018
It's all about cash flow
Business owners are reluctant to spend money on life insurance because it interferes with their cash flow...
July 4, 2018
5 reasons why
When we ask business owners how often they review their shareholder or buy sell agreement the response...
July 2, 2018
Creativity, the Lengvari Trademark
We were approached by a client to obtain “as much insurance as possible” on an infant.
July 4, 2018
Business owners on the verge of losing business
Sometime ago we were asked to work with a financial advisor to structure life insurance funding for three business owners. The business had been in the family for almost 100 years.
May 23, 2018
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