by Legacy Wealth | Aug 30, 2019 | Blog, Business Owners, Estate Planning, Family, life insurance
Estate Planning for Business OwnersWhat happens when the children grow up and they are no longer dependent on their parents? What happens to your other “baby”- the business? Estate planning for business owners deals with the personal and business assets....
by Legacy Wealth | Sep 1, 2018 | Blog, Business Owners, Families, individuals, life insurance
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation...
by Legacy Wealth | May 1, 2018 | Business Owners, Families, individuals, life insurance, permanent insurance, term insurance
You most likely do, but the more important question is, ‘What kind?’ Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your...
by Legacy Wealth | Aug 1, 2017 | Blog, Business Owners, Families, individuals, life insurance, permanent insurance, term insurance
You most likely do, but the more important question is, ‘What kind?’ Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your...
by Legacy Wealth | Jul 1, 2017 | Blog, Business Owners, Critical Illness Insurance, Disability Insurance, Key Person, life insurance, Partners
As a business owner, you’ve built a successful business, if you to any of your key employees or shareholders become critically ill, disabled or pass away, this could have a significant impact on your business. Key person insurance helps financially alleviate...
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