Key person insurance can help your business avoid financial burdens if a critical employee, like a CEO or founder, passes away or becomes disabled. The death benefit from this type of insurance can ...

Life insurance is a resource that can transfer risk, provide liquidity and stabilize outcomes when timing matters.

Whether your client is a corporation, a business owner, a private equity firm or an employee stock ownership plan, their success goes well beyond figures on a spreadsheet. Although the bottom line is ...

Benjamin Harvey CFP®, CPWA®, ChFC®, CLU® Founder and Private Wealth Advisor, Summation Wealth Group To continue reading this content, please enable JavaScript in ...