Insurance Agency nyilvános
[search 0]
Több
Download the App!
show episodes
 
Artwork
 
Life Insurance is the flagship product of MKG Insurance Agency offers auto, home, health insurance and all types of life insurance including term life, indexed universal life, survivor-ship life, whole life, Disability, Critical Illness, Keyman, Buy-Sell Agreement, Return Of Premium, 412(e) defined benefit plans, 401K, IRA & Irrevocable Life Insurance Trust (ILIT) Contact us today for a free no obligation proposal 866-675-3933 MKG Insurance Agency CDI License #0J03013
  continue reading
 
Artwork

1
Insurance Agency Advocate

Moss & Barnett, A Professional Association

Unsubscribe
Unsubscribe
Napi+
 
Welcome to the Insurance Agency Advocate presented by Moss & Barnett. Featuring attorneys Christopher Stall and Anthony Marick, this is a podcast that provides basic information for insurance agents who are buying or selling an agency, usually for the first time.
  continue reading
 
Prism Insurance Agency is dedicated to helping improve the lives of our clients through: 1. Reducing Insurance Costs Wherever Feasible 2. Providing Guaranteed Performance Products to help enhance Retirement Savings 3. Reducing the Out of Pocket Costs faced by our clients for College and University Attendance by children and grandchildren 4. Reducing the unknown wealth transfers suffered by our clients through their daily lives 5. Planning for all potential long term consequences our clients ...
  continue reading
 
Loading …
show series
 
Did you know that you may qualify to apply for Life and Disability protection plan WITH NO PHYSICAL EXAM. By acting now you can take advantage of our “New Life Insurance You Don’t Have To Die To Use”. This will protect you and your family by locking in special low rates for your entire life span, depending on qualifications and medical questionnair…
  continue reading
 
MKG Insurance Agency offers privately owned employers defined benefit plans and business owners retirement plans. Safe Harbor 401(k)s are designed to allow owners and highly compensated employees (generally owners and those making over $120,000) to contribute up to the maximum dollar limit as their 401(k) elective deferral without regard to what ot…
  continue reading
 
Contribution Flexibility Defined benefit plans allow higher contribution levels than defined contribution plans but along with that flexibility comes the requirement to meet minimum contributions. Safe Harbor 401(k)s are designed to allow owners and highly compensated employees (generally owners and those making over $120,000) to contribute up to t…
  continue reading
 
The time for you to get life insurance is now. Its an easy step you can take today from your home. Do it for you and do it for your loved ones. Do you need to protect your family? Would you like to create a tax free retirement? Life insurance allows you to accomplish both these objectives very efficiently and affordably. Why Life Insurance In the e…
  continue reading
 
An Executive Bonus plan using life insurance can provide a simple yet powerful retention fringe benefit for business owners and key employees. Another advantage is the business may be able to take a current tax deduction for the bonus paid in the executive bonus plan. The business pays a tax-deductible bonus to fund premiums for a life insurance po…
  continue reading
 
Marshawn Govan, President and CFO of MKG Insurance Agency and MKG Tax Consultants, has unveiled a comprehensive banking app that rolls many services, from taxes to crypto, under one banner. Published On March 10, 2022 - 11:35 AM Written By Frank Lopez at The Fresno Business Journal https://thebusinessjournal.com/fresno-entrepreneur-launches-one-sto…
  continue reading
 
The Surety Bond Guarantee Program makes life easier for small construction businesses. Through the program, the SBA partners with surety companies to partially guarantee bonds. This reduces the risk for surety bond providers, making it easier for small businesses to attain bonds and compete for public projects. Last month, two facets of the program…
  continue reading
 
Timeline of African Americans/Blacks in business in America The 19th century was not the beginning of Black business in America, but this century would see these pursuits being organized along the lines of and under the newly reconstructed U.S. Government structure. The 1800s saw the creation of many businesses, including insurance companies, banks…
  continue reading
 
Safe Harbor 401(k)s are designed to allow owners and highly compensated employees (generally owners and those making over $120,000) to contribute up to the maximum dollar limit as their 401(k) elective deferral without regard to what other employees contribute. The maximum deferral for 2019 is $25,000 if a participant is age 50 or over. https://mkg…
  continue reading
 
Did you know that you may qualify to apply for Life and Disability protection plan WITH NO PHYSICAL EXAM. By acting now you can take advantage of our “New Life Insurance You Don’t Have To Die To Use”. This will protect you and your family by locking in special low rates for your entire life span, depending on qualifications and medical questionnair…
  continue reading
 
If you didn’t wake up tomorrow, would your family be able to pay the bills? Or would they struggle to make ends meet, on top of dealing with the grief of losing a family member? Craig Wiklund joins us to share his heartfelt story of how he helped his dear friend and client build a meaningful plan to protect his family and business – just in time. L…
  continue reading
 
Is it possible to create financial certainty when facing an uncertain future? With an unpredictable market, changing horizons of Medicare, social security and taxes… how can you prepare a bright financial future for yourself? Joins our discussion to discuss how you can strategize for success.Get a retirement plan for you by going to:https://www.myp…
  continue reading
 
The landscape of life insurance has changed quite a bit over the past several years. Industry expert Jim Kerley joins us to discuss new research findings on how Americans can afford, use, and better understand life insurance. Learn about new things to consider when using life insurance as a tool for financial security while living, in your estate p…
  continue reading
 
In our global world, our personal choices and finances are more connected than ever before. Joining Prism Insurance Agency is Gibran Nicholas, Real Estate Expert and Trend-Spotter, to explore some of the recent trends in the market that may have a financial impact that we need to prepare for. Gibran sheds light on how current choices made by the mi…
  continue reading
 
What drives our actions? What role does uncertainty, habit, and a need for protection play in our decisions? Steve Luckenbach, financial advisor and author of a new book joins Prism Insurance Agency. Steve discusses the “why” of our actions so you can learn how take advantage of the way you think…in order to get the results you want.Make sure your …
  continue reading
 
Can you think of a better gift to offer future generations than education? A little bit of pre-planning can help alleviate debt for students and open up financial options for the whole family. This episode's guest is 529 College Savings expert Jeff Roche, here to discuss the major advantages of 529 plans, their influence on taxes and student financ…
  continue reading
 
How do the tech-savvy millennial generation and the financial industry fit together? As young consumers, aged 18-35, what should they consider when planning for a bright future? Joining Prism Insurance Agency is Juli McNeely, President of the National Association of Insurance and Financial Advisors, here to discuss the financial tools available to …
  continue reading
 
One of the biggest purchases you will make in your lifetime is your home. Between the series of financing decisions, piles of legal paperwork, and the process of touring properties, it can be a lot to manage! Do you have the right professionals on your team? What needs to happen between making the decision to become a homeowner, and closing on a pr…
  continue reading
 
How much money should you be saving for retirement? What’s the difference between a Roth IRA and a 401(k)? What’s the best option for your financial situation and your tax bracket? As an employer, what plan should you set up for your team? Join Prism Insurance Agency as we explore your options to maximize your retirement contributions.Make sure you…
  continue reading
 
Do you consider insurance to be an asset, or just another premium you pay each month? With life insurance, it is truly an asset – as long as your policy is in force, it will contractually pay a death benefit. What if your need for life insurance isn’t there anymore? What if you can’t afford the premiums, but still need some coverage? Join us as we …
  continue reading
 
Do you know what the value is of your life insurance? How do life insurance products work? What tax benefits do they provide? How do you find the right amount of coverage? Marv Feldman, CEO of the nonprofit organization Life Happens, joins us.Get a No Obligation Life Insurance Quote by going to:https://www.myprisminsurance.com/life/…
  continue reading
 
Whether you’re considering a new field of study, preparing for a job interview, or looking for career advancement, the employment landscape can seem daunting. Joining us this week on Prism Insurance Agency's podcast is Job Placement Coordinator Tom Sinsky, who advises students on the interview process at South Coast College. Whether you’re a young …
  continue reading
 
What if you could “sit back, relax, and enjoy the journey” of retirement? This week’s guest encourages you to do just that! Scott Lopas, Founder of Kettle Moraine Tours, joins Prism Insurance Agency to fill you in on the benefits of group travel – exclusive ticket deals, options for all kinds of budgets, and opportunities to socialize and get back …
  continue reading
 
You may have created a will, but there are a few other critical documents to consider that people often overlook. Joining us at Prism Insurance Agency is Attorney Rob Melick, to discuss the advantages of and differences between trusts, wills, and healthcare and financial powers of attorney. We’ll take a look at a few real-life examples of the power…
  continue reading
 
“There’s no place like home.” As we consider our futures, many people would prefer to stay in their home well into retirement and beyond. It is essential to have a Long Term Care plan, whether that involves insurance, home remodeling for accessibility, or putting family support in place. Join us for this week’s episode with Rob Horkheimer, a practi…
  continue reading
 
If you haven't checked out LinkedIn yet, you need to! As an employee or an employer, this networking site is full of tools for you. You can use it to find a new job, market your business, connect with the right people for prospecting - the possibilities are endless! Listen in with LinkedIn guru Wayne Breitbarth, who shares some tips on making the m…
  continue reading
 
Income taxes are most Americans’ biggest expense, and many people overpay! Are there deductions you’re not taking advantage of because you’re not aware of them? Are there deductions you’re not taking simply because you don’t want to ‘raise a red flag’ for the IRS? Sandy Botkin, CPA and CEO of the Tax Reduction Institute, joins us this episode to sh…
  continue reading
 
According to a recent article by Psychology Today, “94% of college students say the top word to describe their life is ‘overwhelmed.’” With Google, Facebook, smartphones and apps, we can get answers instantly and we’re constantly connected... Is it too much, or not enough? Joining us this week is Brian Flynn, Counselor and Coach to young adults of …
  continue reading
 
Celebrities have access to the best resources when it comes to financial and estate planning, yet they still make the same mistakes we do! If you don’t have a plan or it’s out of date, things can get messy. This episode's guests are Danielle and Andy Mayoras, husband-and-wife legacy expert attorneys who have lent their expertise to hundreds of medi…
  continue reading
 
What age do you consider to be ‘old’? In the 1800’s, 65 was old, and the life expectancy was 47. Today, we are living decades longer – it might be time to change the way we think about retirement. Joining us is Gerontologist, Author and Speaker Kelly Ferrin to discuss Life Planning. Instead of retiring cold turkey when you turn 65, let’s think abou…
  continue reading
 
According to US Debt Clock http://usdebtclock.org as of March 2015, the US National Debt is over $18 trillion. That comes out to be $154,112 of debt per taxpayer! Let's take into account unfunded liabilities, such as Social Security and Medicare - we're in the red about $811,450/taxpayer. Is there a plan to turn this around? What can we do to get b…
  continue reading
 
Loading …

Gyors referencia kézikönyv