The United States has approximately 33.3 million small businesses across the country according to the Small Business Owners Association. A buy-sell agreement plays a major role in protecting businesses when there is a transition in ownership. However, if the buy-sell agreement is not kept up to date, it may not be protecting the business

Findings from Principal’s recent Business Owner check-in provided some insight into small and mid-size business owners’ priorities and sales opportunities they can offer you. KEY FINDINGS AND OPPORTUNITIES Business protection is their #1 priority. Business Overhead and key person insurance are effective ways to protect against an unexpected disability that could disrupt business operations. If someone

Your clients count on you for sound advice for their financial preparedness. If you are not talking to them about paycheck protection, you are missing a key step in securing their financial stability. Your clients trust you and are open to your guidance and advice. Statistics show most people are living paycheck to paycheck with

A little logic and insight into the human mind can help you overcome objections and close more sales. People can be illogical when it comes to money. For example, $5 for your morning coffee might seem like a small price to pay to start the day off well but spending $1,825 on coffee every year