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The Business Will; Six questions

The Business Will: 6 questions

Disability insurance; does a Refund of Premium rider make sense?

Why a refund of premium rider for disability insurance can be a good investment.

February 5, 2021

Is life insurance really a good deal?

Is life insurance really a good deal.

January 10, 2020

Passive Investment Income rules: A solution worth considering.

The Passive Investment Income Rules. How a business couple saved the small business tax deduction.

Simply explaining business succession plan funding options.

Four pieces of paper convince successful business owner to fund succession plan.

Maybe you don't need to buy life insurance

Alternative to buying life insurance

February 1, 2019

When does Christmas start?

A small boy sings to the world.

December 19, 2018

Ownership rights in Life insurance policies

Life insurance ownership rights

January 8, 2019

Whole Life insurance & Flexibility no longer an oxymoron

Whole life insuance as a business planning tool

October 29, 2018

It's all about cash flow

Business owners are reluctant to spend money on life insurance because it interferes with their cash flow...

5 reasons why

When we ask business owners how often they review their shareholder or buy sell agreement the response...

Creativity, the Lengvari Trademark

We were approached by a client to obtain “as much insurance as possible” on an infant.

Business owners on the verge of losing business

Sometime ago we were asked to work with a financial advisor to structure life insurance funding for three business owners. The business had been in the family for almost 100 years.