To attract and retain top executive talent, many employers supplement their benefit packages with non-qualified executive benefit plans. A non-qualified plan may not be bound by many of the restrictions imposed on qualified plans, such...Read More
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Nominees for Secretary and the Board of Trustees to stand for election at NAIFA’s Performance+Purpose Conference this September in San Antonio The National Association of Insurance and Financial Advisors’ Committee on...Read More
One of the most frequent points of confusion I see amongst business owners and their advisors is what various types of planning accomplish. Whenever I speak to CPAs, attorneys, and financial advisors, I try to help bring clarity to...Read More