Video Learning Library

 

Protecting Your Family

How do business owners, whose families are financially dependent on income provided by the business, protect their family’s lifestyle in the event of their death?

Protecting Your Family

Protecting Your Business

How do businesses prepare for the sudden death of an owner and its impact on customers, employees, lenders and suppliers?

Protecting Your Business
 

IRA Wealth Maximization

How do clients with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?

IRA Wealth Maximization

Tax Diversify Your Retirement Income

How do business owners build wealth for their own retirement while trying to reduce the income taxes they have to pay?

Tax Diversify Your Retirement Income
 

Business Asset Strategies

How do business owners prepare to unlock the value of their business so that they give themselves the greatest chance of realizing its full value?

Business Asset Strategies

Protecting Your Partner

How do business owners deal with the void left by the unexpected death of a business partner?

Protecting Your Partner
 

Retaining Management

How do privately held companies motivate and incentivize key employees to stay long-term and contribute to the owners’ overall success?

Retaining Management

Building Cash

How do business owners build and maintain the cash they need to operate the business in a prudent and tax-efficient manner?

Building Cash

 

Walk In Your Shoes

Walk in your shoes

What's in a Number?

What's in a Number
 

Asset Allocation

Asset Allocation

Retirement Education

Retirement Education
 

Education Funding

Education Funding

Life Insurance

Life Insurance
 

Trusts

Trusts

Annual Review

Annual Review
 

Robo Advisor

Robo Advisor

SFA Roundtable^

^Life policy cash values are accessed through withdrawals and loans. Your death benefit and cash value are decreased by the amount withdrawn, outstanding loans and any unpaid interest on the loans.