Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
It may help your business be better prepared in the event of the death of a principal or key employee.
The dreams of small business owners and the business plans that outline the strategy to fulfill those dreams rarely include the insurance protections that business owners will need. Yet, having adequate protection can...