Monthly Archives: September 2018

Two Benefits, Double the Protection, One Policy, One Premium!

Buy/sell disability insurance has become an integral part of any sound business succession plan, providing monthly or lump sum proceeds to a business owner with the explicit intent to purchase corporate shares from a permanently disabled partner; essentially allowing a healthy owner or owners to buy-out a disabled partner’s interest in the company. A problem […]

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A Considerable Financial Resource for Dentists

Running a successful dental practice is physically demanding and very expensive. Graduate school loans, mortgages, equipment loans, book of business buy-outs and property leases can all negatively affect the bottom line of a dental professional. Most general-practice dentists, dental specialists and oral surgeons are holders of multiple bank notes, letters of credit and/or business loans […]

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