In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

Who should consider life settlement as one alternative to managing life insurance capital? When is a settlement a wise decision? What factors should be considered before selling a life insurance ...

If you co-own a business, here’s a question worth sitting with: What would happen to your company if one of the partners were to die tomorrow? Without a plan in place, the answer could involve legal ...

David Price is the CEO and Founder of The Price Group, one of the fastest-growing insurance agencies in the country. The insurance industry has been transformed by technology, flexible work models and ...

Closely held businesses routinely use life insurance to fund buy-sell obligations when an owner dies. The logic is simple: the company or surviving owners need liquidity to effect redemptions or ...