Our Company News
Is the Social Security Administration Running a Scam?
Episode 152 – Is the Social Security Administration running a scam? One prominent retirement expert thinks so. Continue Reading Is the Social Security Administration Running a Scam?
Insurance Industry Leader Robin Lenna Joins Security Mutual Life Board of Directors
Robin Lenna has joined Security Mutual Life Board of Directors Continue Reading Insurance Industry Leader Robin Lenna Joins Security Mutual Life Board of Directors
Business Owners, High-Income and High-Net-Worth Individuals Beware
Episode 151 – The IRS is expected to expand its efforts to discover tax evasion through increased information reporting, updated technology and increased examinations. Most of the focus will be on high-income individuals. Continue Reading Business Owners, High-Income and High-Net-Worth Individuals Beware
COLI and Why It Might be Appropriate for Your Business
Episode 150- COLI is an effective tool to invest company cash in a tax-deferred growth vehicle with a death benefit component to fund a variety of business-planning needs and strengthen the company’s financial statements. Continue Reading COLI and Why It Might be Appropriate for Your Business
Recruiting and Retaining Great Employees with Retirement Benefits
Episode 149 – A retirement savings plan is one of the most important benefits you can provide your employees. But with so many different plans to choose from, how do you determine the right plan for your business? Continue Reading Recruiting and Retaining Great Employees with Retirement Benefits
Complete Your Retirement Savings Strategy With Life Insurance and Annuities
Episode 148 – An independent study concludes that the best retirement savings strategy includes permanent life insurance, such as whole life, and deferred income annuities with increasing income potential. Continue Reading Complete Your Retirement Savings Strategy With Life Insurance and Annuities
Retention of Top-Performing Employees With Loan Split Dollar
Episode 147 – Employee retention is one of the biggest concerns for business owners. Loan Split Dollar is a very popular strategy to retain high-performing skilled employees with a unique benefit, particularly in this low interest rate environment. Continue Reading Retention of Top-Performing Employees With Loan Split Dollar
Build Back Better Tax Proposals – Part 3: Retirement Plans & Corporate Taxes
Episode 146 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 3 episode, we’ll cover the proposals that affect retirement plans and corporate taxes.
Continue Reading Build Back Better Tax Proposals – Part 3: Retirement Plans & Corporate Taxes