25% of small biz owners have not thought about what they want to happen to their businesses when they retire, while only 19% say they have a succession plan.
Proper planning can shrink your client’s bill
A baby that is born today could live to the age of 150, says Phil Cook, chief executive officer of Omega Insurance Holdings, according to a CI Top Broker report.
How to create a succession and estate plan before it’s too late
Half of financial advisors don’t have a written business plan, and 46% don’t have a retirement plan, reports Think Advisor.
As focused as advisors are on their clients’ retirement goals, many don’t realize some of their peers are continuing to work well past 55.
Anxious about the future of your business? Then take steps to protect your legacy.
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When it comes to retirement, advisors are the first to tell their clients how important it is to plan
In 1988, David Bentall was part of a half-billion-dollar family business. But a falling out between his father and uncle left the family with nothing.