Latest News

Most people think estate planning begins and ends with documents. A will, a trust, a power of attorney — check the boxes, put them in a drawer, and move on. But that limited view is exactly why so many estate planning attorneys are at risk of becoming irrelevant.

Private insurance structures, often called captive or reinsurance companies, allow entrepreneurs to self-insure risks while simultaneously creating a new pool of capital.

Unpack the shift from transactional estate planning to holistic stewardship—and how this evolution supports a more sustainable, client-centric model that’s urgently needed

In Episode 48 of the March to a Million podcast, host Greg DuPont interviews Reagan Allen to explore a sophisticated benefits strategy that provides measurable financial advantages to both employers and employees.

The financial landscape is evolving, and advisors who embrace alternative investments will be at the forefront of this shift.

Defined benefit plans offer a highly flexible and powerful solution, allowing business owners to put away hundreds of thousands of dollars

We delve into the profound insights Matt explores in his latest book—a heartfelt project dedicated to teaching the art of engaged listening.

This conversation unveils the transformative power of coaching, the need for human connection, and more.

The secret weapon of a WSN member is being free from the curse of expertise. Step back and consider this new approach.

It’s a solution that not only creates substantial savings for businesses but also provides employees with access to enhanced benefits.

The journey begins with understanding the different types of financial securities licenses available.