TITLE

MEMBER PULSE

PUB. DATE
August 2001
SOURCE
Advisor Today;Aug2001, Vol. 96 Issue 8, p76
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Presents several responses to questions on the professional and industrial markets that comprise the business of the insurance and finance advisors, and forecasts on changes. Work with individuals; Nature of business that centers on retirement planning; Choice of family-oriented business.
ACCESSION #
4961948

 

Related Articles

  • Planning Your Succession. BLACKMAN, IRVING L. // Modern Machine Shop;Aug2011, Vol. 84 Issue 3, p38 

    In this article, the author offers strategies of preventing tragedies in succession planning of a family-owned business. He mentions that Succession Co., a family-owned business, should had first recapitalized its stock by which shares of non-voting stock are to be sold to the intentionally...

  • Making a gracious exit. Martin, John V. // Business Journal Serving Fresno & the Central San Joaquin Valley;1/30/2004, Issue 323198, p8 

    Offers tips for business owners on how to retire from their companies. Problems faced by founders of family-owned businesses; Options available for business owners; Solution offered by the insurance industry; Sale of the business to other business owners; Sale to an outside third party.

  • Life insurance errors could prove costly. Blackman, Irving // Contractor Magazine;Jun2000, Vol. 47 Issue 6, p44 

    Looks at the mistakes business owners make concerning life insurance. Reasons a corporation should not own insurance on the life of a shareholder; Strategies to enable owners of family businesses to keep the tax money associated with life insurance policies; Advice on retirement planning.

  • Social Security Retirement Planning Considerations for Married Couples in Family-Owned Businesses. Rose, Clarence C. // Journal of Financial Planning;Aug2004, Vol. 17 Issue 8, p56 

    • Married couples working together in a family business have the opportunity to allocate compensation between them in a way that can maximize Social Security benefits. • The allocation must be within reasonable limits based on each spouse's actual work performed and contributions to...

  • Retirement Planning For Family Firm Owners. MATTERA, S. GEORGE // National Underwriter / Life & Health Financial Services;3/1/99, Vol. 103 Issue 9, p12 

    Discusses the retirement plans for business owners. Plan design that maximize owner's benefit and minimize costs for his employees; How to design retirement plan for family business; Details on the profit-sharing plan.

  • Retirement Planning For The Family Business Owner. Knapp, David N. // Air Conditioning, Heating & Refrigeration News;7/29/2002, Vol. 216 Issue 13, p18 

    Focuses on the retirement planning for family business owner. Importance on the proper planning for the succession of management; Elaboration on the retirement income needs of the owners and the transfer of ownership to family members; Details of the planning scheme for the business.

  • Culver Plans to Keep His Plate Full After Retirement. Fogarty, Mark // National Mortgage News;12/29/2014, Vol. 39 Issue 14, p1 

    The article discusses post retirement plans of Mortgage Guaranty Insurance Corp. (MGIC) a subsidiary of MGIC Investment Corporation's Chief Executive Officer (CEO) Curt Culver. Topics discussed include Culver will remain non-executive chairman at MGIC without taking any active role in...

  • Insuring The Survival Of Your Family Business. McGrath, Richard // Massachusetts Family Business;2011 3rd Quarter, p6 

    The article offers suggestions for the survival of family business. It discusses the transition of business and highlights the significance of the liquidity in its operations. It also tackles the importance of the company's insurance which include disability insurance, liability insurance and...

  • Family businesses face unique D&O exposures. GEISEL, ROSEANNE WHITE // Business Insurance;1/23/2012, Vol. 46 Issue 4, p16 

    The article focuses on different kinds of directors and officers (D&O) exposure in family businesses. It mentions the priority issues among midsize family-owned businesses, including maintenance of business, protection of family wealth and ownership of shares in a trust. It notes claims that can...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics