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Michael A. Davila
Explore the strategic benefits of split-dollar life insurance plans for small businesses in our latest blog post. This article delves into how these plans can be a game-changer in attracting and retaining top talent. By offering life insurance benefits through a cost-effective loan arrangement, and businesses can enhance loyalty and ensure long-term commitment from key employees. Discover why split-dollar plans are essential for companies looking to stay competitive in today's dynamic talent market.
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Sunita Bajaj
Breaking Boundaries: Discover the key question every business owner must ask themselves from a financial perspective. Explore how thinking big can lead to innovation, growth, and long-term financial success in today's competitive landscape.
Exploring hardship 401(k) distributions: Learn how they work, the potential tax implications, and alternative financial solutions before tapping into your retirement savings. Ensure your long-term financial security with informed decision-making.
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Explore the dynamic interplay between AI and the human touch in financial planning. Discover how AI empowers data-driven insights and operational efficiency while human advisors provide emotional intelligence and personalized advice. Uncover the harmonious balance that propels the future of financial services in this insightful article.
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Discover strategies aimed to build wealth and achieve financial stability in your 40s and 50s. Learn the importance of saving, investing, and diversifying assets for a secure future. Take charge of your financial journey now and pave the way for a fulfilling life ahead.
Knowing how these savings plans work is key to building a solid financial base for later years.
There’s a way to tap benefits now, and make up for the early withdrawal later through voluntary suspension.
Most people understand that life insurance is a way to protect family and loved ones in the event of an untimely passing. Less well known is the fact that life insurance — particularly whole life insurance — can also serve to accumulate funds.
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It’s an impressive sounding term: “permanent life insurance.” But what is it, exactly? How does it differ from other types of insurance, and does it make sense for your needs and goals?
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