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Business Owners
What Would Happen if Critical Employees Left Your Company?
Retaining key employees is one of the most important issues companies face, especially in a “full-employment” environment, and certainly in defense and government contracting….
Maximizing the Value of Your Real Estate or Construction Business
Retaining key staff – those crucial to your organization’s ongoing success, even survival – is a critical, yet over-looked, aspect of transferring ownership of a company. Losing top employees could disrupt operations, impact current and future revenue, and cause a […]
Skilled Labors’ Day – Keeping Top Workers Engaged and Employed (published in the San Diego Business Journal)
Fetch a Higher Price for Your Business by Retaining Your Key Employees
The reality and risks of losing key employees during the process of a sale..
Planning with Business Owners
The Magnitude of Planning now can last several Generation…
Life Insurance Can Benefit Succession Plan
Estate planning often presents challenges for family business owners as they strive to plan for business continuity….
Establishing an Employee Retention Strategy
Don’t misinterpret your most successful, driven employees as your most loyal. Over 25% of employees are currently at high risk for turnover. More than one third of those are individuals who show high potential in their positions, exceeding performance expectations. […]
COLI for Executive Compensation
Corporate-Owned Life Insurance (COLI) is a common funding vehicle for executive compensation obligations. COLI is a life insurance policy owned by the employer that insures the lives of one or more employees of the employer. The policy typically covers the […]
Life Insurance Can Benefit Succession Plan (published in the San Diego Business Journal)
Using life insurance in family business succession and estate planning often presents challenges for family business owners as they strive to plan for business continuity while generating accessible wealth for their families. Ensuring that their companies and estates have sufficient […]
High Net Worth Families in Preservation Mode (published in CA Real Estate Journal)
By MANDY JACKSON CA Real Estate Journal Staff Writer Recession has some investors looking for opportunities, others playing it safe As the global recession continues to put downward pressure on commercial real estate values in the near term, high-net-worth individuals […]
Credit Unions
Your 457(f) Plan and the Impact of the new 21% Nonprofit Excise TaxPublished by CUNA Councils
By now, anyone who has been paying attention knows that the 2017 Tax Act holds significant ramifications for nonprofit organizations, including credit unions. In particular, the provision of the bill that imposes a 21 percent excise tax on the part […]
Credit Union Alert – FASB UpdatePublished by CUNA Councils
Utilizing equity securities, like stocks, mutual funds, and exchange-traded funds, has historically been a reasonable way to invest ….
Maximizing Your 457(f) Plan Published by CUNA Councils
As a key executive , you know that the success of any credit union is determined by the quality of the people…..
Continued Service for Credit Unions
We understand and appreciate that your credit union has implemented a supplemental retirement plan for its key executives. In order for the program to function properly, it is imperative that all parties, including the sponsoring organization, the valued participants, the […]
Choosing the Right Leader for a Credit Union
Change is inevitable. At some point, every company must deal with the issue of succession, whether planned or due to unforeseen circumstances. Some plan for it in advance, while organizations that find themselves unprepared may face chaos and uncertainty when […]
Families
Why Families Use Life insurance
Don’t turn a personal tradegy into financial hardship for your family…
Planning Provides Peace of Mind
It is a great feeling to know that your family is protected…
Charitable Gifts of Premium for Life Insurance
Longtime supporters a museum creat a charitable legacy….
Planning for Foreign Nationals
Estate & business succession planning for mexican nationals resident & nonresident introduction succession planning is not easy, but it’s one of the most important things you can do for your family. If you’re a Mexican national living in the US, […]
Don’t Overlook this Key Planned Giving Tool
For decades, multitudes of charities have benefitted from the wise investment choices of savvy benefactors. With thoughtful and conservative planning, donors across the world have mastered the art of leveraging smaller gifts into useful investment tools that, over time, yield […]
Using Life Insurance to Equalize Inheritances
Deciding what to leave to your heirs is a basic consideration when developing your…
Non-Profit Organizations
Solving the “Days Cash on Hand Yield Dilemma” for Hospitals and Medical Clinics in a Low Interest Rate Environment
In today’s low interest rate environment, how can hospitals and medical clinics expect to achieve any sort of meaningful net yield on DCOH?
The Top Four Challenges Non-Profits Face
Non-profit leaders know the road to making a difference is long, bumpy, and difficult — some would say running a non-profit is more challenging than starting a typical business. Although nonprofits share many of the same obstacles as for-profit businesses, […]
Three Steps to Achieving Financial Stability for Non-Profit Hospitals
Achieving financial stability as a non-profit hospital is no simple feat. With a limited budget for attracting and retaining key talent, organizations are facing the threat of consistent employee turnover, alongside mounting new concerns about reporting regulations. For today’s non-profit […]
Recruiting for Non-Profit Boards
Non-profits rely on knowledgeable, experienced board members to lead them to success. So, what happens when you can’t find the right people to sit on your board? In a 2015 study, BoardSource found that only 73% of chief nonprofit executives […]
Four of the Biggest HR Struggles for Universities
Human resources departments are beginning to face some significant challenges as they struggle to refine their roles in a modern and competitive working environment. Universities must walk a fine line between offering unique and effective packages for students, and managing […]