Underwriting At Its’ Best in the Current Market If you have been in the business for a longer period of time, over 10 years, then you have seen significant changes in underwriting. What you experienced in the past should not necessarily be a sign of the future. Companies now use […]
Yearly Archives: 2017
5 posts
Business owners have toiled tirelessly trying to grow their businesses to a successful stage, and because of no fault of their own, the government limits their ability to get a majority of the profits they justly deserve. In most conventional retirement plans, the owners must limit the amount they give […]
Many an advisor or agent has asked me about tax deductibility of premiums when in fact that could change some of the best attributes of the 4 way tax shelter or the Super Roth for the higher compensated person. That is right other than the insurance costs which over a long […]
Taxes, Opportunity Find the Money It’s that unique time of the year that happens every year, Tax time. Many people in our industry will either have access or could get access to see our clients or prospects tax return. We have experienced that if you know where the money is, […]
Many of us in the business have called on personal mortgage leads, which does not require life insurance. However, to get an SBA loan the government requires life insurance. Some banks actually require additional disability insurance (special kind) to collateralize the loan. This is spelled out on our www.sbasuperclose.com and www.practiceloanins.com […]