Building Blocks
Thank you for taking a minute to read the first in a series of blog entries from our team! Let me start by introducing my role and then provide you with some background on myself. As Regional Vice...
View ArticleLearning BOES from a “BOES-O”
Maybe you can’t kid a kidder. But I’m hoping you can learn a bit about BOES from a “BOES-O”. I’m one of our Business, Owner and Executive Solutions (BOES) Regional Vice Presidents on the Individual...
View ArticleLeadership Lessons from the High Seas to the Business World
An advantage to my job is that I attend great meetings with even greater speakers. I recently had the honor of speaking at a meeting where the keynote speaker was Captain Rich Phillips … yes, the...
View ArticleFair isn’t always square in transition planning
I want to tell you a story about a family business, a tragic loss and the three sons left to deal with the aftermath. It was a classic American family, husband and wife working together to make the...
View ArticleWhat Ironman Taught Me: Anything is Possible
Growing up in Maine I’ve always enjoyed the outdoors and staying active, continually looking for ways to challenge myself. In my spare time I like to hike, bike and run to stay in shape. Although I...
View ArticleThe reality of the new tax reality
If you filed your tax bill earlier this year, chances are it wasn’t pretty. I polled a group of key advisors and asked if the new tax reality had sunk in with their business owner clients, and the...
View ArticleWhy Life Insurance Can Be Essential to Business Planning
Last week I spoke to a group of benefit brokers who seemed surprised when I told them how life insurance can not only be a great employee benefit, but also a useful asset for businesses. Some thought...
View ArticleMore Business Owner Insights from Inc. 500/5000
Like my colleague Jerry Ripperger, I’m in Arizona at the Inc. 500/5000 annual meeting where 1,500 business owners and key employees have gathered to: Share best practices Learn from each other Hear...
View ArticleAddressing the New Insurance Reality
In my last blog entry, I mentioned the opportunity we see evolving to utilize our Business, Owner and Executive Solutions (BOES) capabilities to market life insurance through Property and Casualty...
View ArticleThe Overlooked Retirement Risk — Executives’ Second Disability Need
For employers who’ve addressed income protection for their executives, Bravo! You’ve taken care of an often-overlooked executive benefit issue. Now the question is, have you thought about what happens...
View ArticleLeverage your business for your retirement future
A key issue for many of us is whether we will have enough income in retirement. You don’t have to look very hard to find articles providing advice on how much we should invest in 401(k) plans, IRAs and...
View ArticleBusiness Liquidity doesn’t have to Cost You Control
Here’s the set-up. Charles Goodwin* is a 100 percent owner of Goodwin Industries. He’s 52 and has a daughter who is active in the business, which is worth $15 million. It’s growing and profitable....
View ArticleWhile Business Owners Focus on Everyone Else, Who is Focused on Them?
Business owners have an unrivaled entrepreneurial spirit. On Saturday, November 28, we celebrate that entrepreneurial spirit on Small Business Saturday®. Did you know: Last year 88 million people...
View ArticleFair isn’t always square in transition planning
I want to tell you a story about a family business, a tragic loss and the three sons left to deal with the aftermath. It was a classic American family, husband and wife working together to make the...
View ArticleWhat Ironman Taught Me: Anything is Possible
Growing up in Maine I’ve always enjoyed the outdoors and staying active, continually looking for ways to challenge myself. In my spare time I like to hike, bike and run to stay in shape. Although I...
View ArticleThe reality of the new tax reality
If you filed your tax bill earlier this year, chances are it wasn’t pretty. I polled a group of key advisors and asked if the new tax reality had sunk in with their business owner clients, and the...
View ArticleWhy Life Insurance Can Be Essential to Business Planning
Last week I spoke to a group of benefit brokers who seemed surprised when I told them how life insurance can not only be a great employee benefit, but also a useful asset for businesses. Some thought...
View ArticleMore Business Owner Insights from Inc. 500/5000
Like my colleague Jerry Ripperger, I’m in Arizona at the Inc. 500/5000 annual meeting where 1,500 business owners and key employees have gathered to: Share best practices Learn from each other Hear...
View ArticleAddressing the New Insurance Reality
In my last blog entry, I mentioned the opportunity we see evolving to utilize our Business, Owner and Executive Solutions (BOES) capabilities to market life insurance through Property and Casualty...
View ArticleThe Overlooked Retirement Risk — Executives’ Second Disability Need
For employers who’ve addressed income protection for their executives, Bravo! You’ve taken care of an often-overlooked executive benefit issue. Now the question is, have you thought about what happens...
View Article