Among business owners with a succession strategy, the most popular plan is to leave the business to family.1 Help family-owned businesses secure their future with a simplified planning approach. No matter the type of business, they likely have unique ownership transitions. View case study presentation.
As a complement to traditional retirement plans, cash-value life insurance offers protection that extends beyond a client’s family to include protecting assets from taxes. Learn more.
While today’s women are more empowered than ever before, a substantial gender gap between those with life insurance policies and those without still seems to remain. Read more about connecting with the female client in the latest edition of Broad Market Insights.
In this video, Duncan Wilson gives you his helpful tips for approaching Gen X and Millennial clients with insurance and financial products. Watch Now
A retirement strategy that focuses solely on accumulation can leave clients vulnerable to common risks like taxes, outliving their money, market volatility, and chronic illness-related expenses. Life insurance can help clients manage those risks while providing a foundation of death benefit protection. Learn more.