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02/08/2023

69% of Business Owners say that keeping key employees loyal is a top priority. I can help you put the right plan in place to retain your best team members.

31/07/2023

We consider the entire client profile when determining if someone is eligible for life insurance. This means a sleep apnea diagnosis may not stand in the way. Call me today to review your options.

27/07/2023

There are many elements of the market that can cause disruptions to your retirement plans. Let’s get together and go over your portfolio to ensure that your retirement plans are on stable ground. https://blog.massmutual.com/retiring-investing/five-retirement-risks.

26/07/2023

Nearly half of business owners believe the value of their business will grow in the future, and most believe it will happen by strategically improving operations. I can help you plan for a more secure tomorrow – contact me today to discuss.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

26/07/2023

Estate planning is a complex topic, and the last thing anyone wants is to make a mistake that may put their plans in jeopardy. Let’s look over your plan to ensure there are no unexpected hitches. https://blog.massmutual.com/planning/estate-planning-big-mistakes?_ga=2.263680332.1130079565.1681995575-208577506.1670253446.

20/07/2023

Are you looking for life insurance to fit your budget? Term life may be the solution. Learn more: https://bit.ly/44TS8EW,

12/07/2023

Only 33% of business owners have identified a successor to the business. Putting a buy/sell agreement in place can offer you peace of mind and help grow business value. Let’s get started with your succession plan today.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

12/07/2023

When creating a special needs trust, it’s important to consider the expertise of a trustee and a successor trustee. Let’s talk about how I can help you tackle the unique challenges that may arise when planning for the financial future of your dependents with special needs. https://blog.massmutual.com/planning/financial-advice-for-special-needs-families.

29/06/2023

You may have caught the market at a bad time, but that doesn’t mean you should run from opportunities that help you plan for your future. Let’s connect and form a retirement plan that suits your unique needs. https://bit.ly/43jPHL3.

27/06/2023

Whole life insurance can provide more than a death benefit. It could be an additional asset in your retirement portfolio. Learn more: https://bit.ly/3Pw3P0a.

27/06/2023

Make sure your Disability Income Insurance (DI) coverage is as portable as you are. I.T. consultants who have group long-term disability (GLTD) through their employer may not realize that their coverage has limitations and can’t move with them. Contact me today to begin creating a portable protection plan by adding supplemental DI coverage. https://bit.ly/42XAcrL.

26/06/2023

The main reasons business owners say they’ll never leave their business? Missing their role as owner (62%) and having concerns about future financial security (60%). If you’re concerned about the latter, let’s connect. I can help you plan for a more secure future.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

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02/08/2023

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