Prosperity Life’s Post

New York Life Insurance Company Strategic Investment In Max Estates Max Estates Ltd., the real estate arm of the Max Group, announced a strategic investment of INR 388 Crore from New York Life Insurance Company, America’s largest mutual life insurer. #MaxEstatesExpansion #StrategicInvestment #RealEstateGrowth #NewYorkLifeInvestment #CommercialRealEstate #ResidentialRealEstate #DelhiNCR #RealEstatePartnership

For the past 10 years Premium Finnance has been very popular . The new normal for interest rates has changed the game . Reviewing Life Insurance assets is always important . Our friend , Charlie Rattner explains the importance of reviewing plans that are financed . #estateplaninning #Taxadvisor #familyoffice #businessfamily #premiumfinace #Lifeinsurancereview

If you're thinking about selling a business you've grown over the years or buying one to take it to new heights, life insurance can play a key role, both during and after the transaction. #financialplanning #businessowner #smallbusiness #insurance #successionplanning https://lnkd.in/gv5k3pye

Life insurance can be an essential part of a sound financial plan. But, what happens when it is no longer needed? Make sure you know all your options when it comes to unwanted life insurance policies and estate planning. Don't forget, your agent must act on your behalf! #lifeinsurance #financialplanning #financialsecurity #finances #estateplanning #insuranceoptions #jimjavaras #moneygoals Read more: https://lnkd.in/e8AGPKQ9

Life insurance can be an essential estate planning tool to help protect your legacy. Read about estate planning roles life insurance can have, in our recent article: https://hubs.li/Q02HJ_M10 #LifeInsurance #Estate #Trust #Planning #KROST #CPA

The pros and cons of corporate-owned life insurance. The complexity of such an arrangement necessitates cooperation between financial advisors and accountants, experts say. DM or visit www.ClearWorthFinancial.ca to learn more and schedule a time to chat with us. #FinancialEducation #FinancialGoals #ClearWorthFinancial

We talk about protecting our assets just in case of injury, sickness or even worse when we pass away. Business owners how are you protecting your assets? When we look at the biggest assets to protect for a Corporation is the owners. Business-owner clients can be strong candidates for corporate-owned life insurance, but the tax complexities mean insurance advisors must be prepared to collaborate with the clients’ accountants to ensure such policies are suitable. We must ensure that all advisors that are working with the client are on the same page and have the clients best interests put first. This article has some good information on the pro's and con's of having corporate owned life insurance and why we should be involving the accounting partners. #QAFP #businessowners #financialplanning #financialadvice #estateplanning #protection

This article highlights how a buy-sell agreement, funded with life insurance, can help the surviving business owner continue to run the business successfully. #businessplanning #succession #lifeinsurance #financialliteracy #businessowners

The benefits of cross-selling life insurance are widely known, but advisors often struggle to consistently excel at it. So, how can distributors help their advisors consistently cross-sell? In this article, Charles Pedneault, Vice President at Equisoft, shares a valuable tool that can help advisors effectively cross-sell life insurance. Check it out to learn more! https://lnkd.in/gbAKxXVt José Quiroz Michael Zelesnik Marc Blanchard #Insurance #CrossSelling #FinancialAdvice

The pros and cons of corporate-owned life insurance. The complexity of such an arrangement necessitates cooperation between financial advisors and accountants, experts say. DM or visit www.ClearWorthFinancial.ca to learn more and schedule a time to chat with us. #FinancialEducation #FinancialGoals #ClearWorthFinancial