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White Paper
The End of Noncompetes: Alternatives for Employee Retention
Thursday, June 13, 2024 Modern Life With the recent FTC ban on noncompete agreements, businesses must rethink their strategies for retaining top talent. This white paper explores a compelling alternative—split dollar arrangements—that can help advisors support their business clients to maintain employee loyalty while complying with new regulations.
White Paper
Four Creative Ways Your Clients Can Utilize Life Insurance
Monday, August 28, 2023 Modern Life From minimizing tax burdens and equalizing inheritances to charity donation and building generational wealth, explore 4 creative ways your clients can utilize life insurance beyond traditional ways and unlock hidden benefits for a secure financial future.
White Paper
Maximize the Likelihood of Securing Coverage for High-Risk Individuals
Friday, July 14, 2023 Modern Life In this white paper, learn how to: 1.) advise high risk clients, 2.) take the right steps to help clients with impaired risks secure favorable coverage, and 3.) best practices for developing a narrative and navigating the underwriting process.
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