ALTA's summer planning meetings kicked off yesterday with a review of every single Engagement Group (!!!) with ALTA President Don Kennedy and ALTA President-Elect Richard Welshons NTP. Thank you to Don and Richard for volunteering their time with us in Washington, D.C.! #realestate #insurance
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Fractional CFO & Franchise Consultant | We help you find your perfect franchise and put systems in place to keep it profitable, and tax favored, with the best chance to sell in the future.
What All Contractors and Insurance Adjusters (Public, Independent, Staff) Should Know About Trusts, and Estate Planning Speaker: Randolph Love III https://lnkd.in/eKyEgAMw https://lnkd.in/dZECJtyv Sponsored By: ShieldWolf Strongholds https://lnkd.in/eKyEgAMw https://lnkd.in/dZECJtyv Enroll in our free IUL mini course: o https://lnkd.in/e-aKfCiP • ShieldWolf Strongholds Newsletter: o https://lnkd.in/eD_qgkKe • ShieldWolf Strongholds Highway: o https://lnkd.in/e7gTQ5wn • ShieldWolf Strongholds Scorecard: o https://lnkd.in/e5MKD-Py • ShieldWolf Strongholds Wealth Fortress: o https://lnkd.in/eYhFutph ShieldWolf Strongholds™, is a wealth growth and protection company that assists business owners, high income individuals, and current retirees with repositioning their investment capital, business operations’ budgets, retirement nest eggs, and other liquid assets into The M.I.R.A.C.L.E. Money Vehicle™; to help ensure that their principal remains tax favored, liquid, and safe with historically predictable rates of return; and have it seamlessly transfer to their heirs, and favorite charities with little to no costly fees. “M.I.R.A.C.L.E.,” is an acronym that stands for: Money Infinitely Reproducing A Compounding Liquid Estate Because it’s not about how much you make, it’s about how much you can legally keep.
Contractors and Insurance Adjusters Should Know About Trusts/Estate Plan
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VP Business Development | Employee Benefits | Impact Investing | Tax Free Estate Planning & Education
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Retirement might seem far off, but it begins with the steps we take today! At Family Business Insurance solutions, we help you plan for a secure future by creating tailored solutions that ensure generational success. As Rich Mullins said, “We are not as strong as we think we are.” Let’s build together! #FinancialFreedom #FamilyLegacy #familybusinessbenefits
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Ensure you're truly prepared for life's unexpected moments. 🏥 Learn why traditional emergency funds might not suffice and discover how to plan more effectively in the comments below. #PYTCH #PYTCHMedia #Singlife #TeatimeTuesday #TeatimeTreats #Insurance #EmergencyFund
Are your emergency fund savings really enough?
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Cheers to 2 Incredible Years 🎉 Today marks Lou's second anniversary with The Magnolia Agency, and with his non-compete period ending, He is thrilled to reconnect with old friends and colleagues! Here's to new beginnings and rekindling old connections. Let's catch up soon! 🌟 #NewBeginnings #AnniversaryMilestone #NetworkingJourney #insurance #riskmanagement
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Love isn't just about chocolates and flowers—it's about securing your loved one's future too. This Valentine's Day, consider the gift of term life #insurance. Protect your partner and family from financial uncertainty, ensuring your #love lasts a lifetime. #ValentinesDay #TermLifeInsurance #FinancialSecurity #termlifeinsurance #insurancebroking #heroinsurancebroking #herokabharosa #financialsecurity #lifeinsurance
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💉 On #WorldBloodDonorDay, we honor the real-life superheroes who give the gift of life. Thank you, donors, for inspiring us to protect what matters most. ❤️ #BloodHeroes #BloodDonors #ProtectingLives #WorldBloodDonorDay #shrigodainsurance4life #shrigoda #insurance #insurance4life #insuranceclaim #insurancepolicy #onlineinsurance #lifeinsurance #HealthInsurance
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As the Great Wealth Transfer continues to unfold, advisors remain focused on protecting their clients’ legacy and retaining the next generation. In an interview with Financial Advisor Magazine, our CEO Chad Druvenga discussed the pivotal role of survivors’ insurance in an estate plan and opportunities to grow a multi-million dollar estate by several million dollars. He shared, “Providing financial advice today means providing ancillary services. Increasing the amount of money that can be left to heirs is one of those services. The strategy also can cement a relationship with the second generation of a family.” #wealthtransfer #insurance #RIA Read the full article here:
Benefactors Can 'Insure' Heirs' Legacy, Brokerage Executive Says
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Family values are at the heart of our business, exemplified by our dedicated father-daughter leadership duo. We are a tight-knit team committed to protecting your family’s future and securing a lasting financial legacy for the generations to come. Learn more about our team at goheeninsurance.com/about #GoheenInsurance #LifeInsurance #Insurance #PremiumFinance #FinancialPlanning #FInancialAdvisor #LegacyPlanning #FamilyLegacy #FamilyValues
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Get paid when you are hurt or sick, let's chat! Accident/Sickness/Cancer/Heart Attack/Stroke/Disability/Family Plans
Learning more about why Warren Buffet has aligned himself with our AMAZING company Chubb which of course, Combined is also a part of!! If you’ve wondered about the stability of the company, this should give you more peace of mind.
Buffett’s latest investment announcement is creating waves in the financial world and here’s why. Chubb is a global leader in the insurance game, known for its rock-solid financial stability, a wide range of products, and a strong push for innovation. Chubb offers a ton of insurance products, from personal to commercial lines, and they’re operating in over 50 countries. This kind of reach and diversity makes them a super resilient company. Another big factor? Their financial strength. Chubb gets high marks from all the major credit agencies, which means they’re really good at managing their money. This kind of stability is exactly what investors like Buffett look for. Speaking of great companies under the Chubb umbrella, let's not forget Combined, a Chubb Company Insurance, one of their key subsidiaries. Combined Insurance was founded in 1922 by Mr. W. Clement Stone and specializes in supplemental insurance products like accident, health, disability, and life insurance, offering valuable coverage that complements primary health plans. They’re a big part of why Chubb is such a powerhouse in the insurance world #investmentnews #warrenbuffett #chubb #combinedinsurance #combinedagent #fiancenews #berkshirehathaway #clementstone
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