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What’s Your Uncle’s Last Name? If It Is Not Gates or Buffett, Read On

If your uncle happens to be Bill Gates or Jeff Bezos, there is a good chance you could call on him to pay...
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

Benefit Strategies for Employers Reflect COVID Realities

Even with careful planning, life in retirement can bring some unintended baggage.
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

Multiplying the Value of ISOs and Public and Privately Held Stock Through Customized Private Placement Life Insurance and Annuities

The President and CEO of Private Risk Capital Development Advisors discusses wealth protection during the...
By Bradley A. Barros | Private Risk Capital Development Advisors, LLC

Eyes Wide Open: Recognizing Today’s Most Critical Risks Impacting Entrepreneurs—and What You Can Do to Protect Your Fortune and Family

The President and CEO of Private Risk Capital Development Advisors discusses wealth protection during the...
By Bradley A. Barros | Private Risk Capital Development Advisors, LLC

Efrem Harkham: A Journey From Rags to Riches, From Baghdad to Beverly Hills

Though hardship has punctuated his journey, it’s also been marked by kindness—given and received—along...
By Channaly Philipp | The Epoch Times

Are the Golden Years a Myth?

Even with careful planning, life in retirement can bring some unintended baggage.
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

On the Importance of Diversity and Inclusion in the Workforce

Danone Simpson, President & CEO of Montage Insurance Solutions, explains how women-owned businesses are...
By Danone Simpson | Montage Insurance Solutions

Should You Refinance Your Life Insurance Policy?

Many life insurance companies have been making changes that are affecting policies.
By Scott Zimmerman | CorpStrat, Inc.

Retaining Your Top Performers

Don’t let the good ones get away.
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

23andMe And Your Financial Future

An unintended and growing impact of genetic testing is that insurance products will slim, retract, and...
By Marty Levy, CLU/RHU | Corporate Strategies, Inc.

The Living Benefits of Life Insurance

Bringing clarity to the weighty terms in your life insurance policy
By Scott Zimmerman | CorpStrat, Inc.

The Need For Long-Term Care Insurance in Everyone’s Lives

As with car insurance, homeowner insurance, and health insurance, long-term care coverage is one of the...
By Scott Zimmerman | CorpStrat, Inc.


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