Episode #3: equity harvesting to accumulate wealth, reducing taxable income, executive bonus arrangements, term vs permanent life insurance, business strategies and much more.

It's Your Business

We are recognized as one of the Rio Grande Valley’s leading experts in the field of business protection planning & consulting, having dedicated over 10 years to helping small business owners, addressing four major areas of their concern: •Buy/Sell Agreements & Funding •Estate and Succession Planning •Key-Employee Protection & Executive Bonus Arrangements •Business Consulting & Planning

Business

We are recognized as one of the Rio Grande Valley’s leading experts in the field of business protection planning & consulting, having dedicated over 10 years to helping small business owners, addressing four major areas of their concern:•Buy/Sell Agreements & Funding•Estate and Succession Planning•Key-Employee Protection & Executive Bonus Arrangements•Business Consulting & Planning

We are recognized as one of the Rio Grande Valley’s leading experts in the field of business protection planning &amp; consulting, having dedicated over 10 years to helping small business owners, addressing four major areas of their concern: •Buy/Sell Agreements &amp; Funding •Estate and Succession Planning •Key-Employee Protection &amp; Executive Bonus Arrangements •Business Consulting &amp; Planning

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It's Your Business

It's Your Business