Do you have grandparents looking for ways to financially help their grown children or grandchildren? Next time you meet with those clients, offer a way they can help provide an income stream for their child’s retirement and an incentive for a grandchild to finish college using a cash accumulation strategy with an indexed universal life… Read More
Bill Garton, CFBS, Life Sales Relationship Manager
Business Owner: Position Yourself as a Highly Sought Resource
Our country is on the leading edge of the greatest transfer of wealth America has ever seen. Boomer generation business owners transferring their companies to family members or others account for this tidal wave of wealth. With that in mind, Forbes contributor Steve Parrish wrote “How to Retain Control, Even As You Exit.” It’s a… Read More
