Private Placement Insurance Products
Thank you to The Madison Group for this M Financial Whitepaper Many family businesses and multigenerational businesses use private placement insurance. This article may help those businesses to understand private placement insurance better. This White Paper is to...
Navigating “Company Value” in Times of Choppy Market Activity
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...
IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
Get Your Voice Heard in Congress. Please Take Action Today Below is a summary of the relevant provisions in a proposal released Monday from Ways & Means; imposing tax increases for “high-income individuals.” The proposal does include increases in the individual...
WATCH: Is Life Insurance A Solution For The Estate Tax?
Get Your Voice Heard in Congress. Please Take Action Today While life insurance is important and useful for many purposes, does it provide a resource to pay the estate tax for most families? Hear one family’s story in which the family member “aged out” of the policy...