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Here are four misconceptions about life insurance coverage that could cause major financial burdens on your loved ones if you suddenly pass away.

4 Common Life Insurance Myths Many people make certain mistakes when dealing with life insurance. Read on for some misconceptions that could cause you big problems.

Smaller Companies Must Embrace Risk Management SMEs do not have the same regulatory pressures that can lead larger companies to measure and mitigate their risks, but they also have fewer buffer resources to resist unexpected shocks. They are one large potential incident away from bankruptcy. That’s why SMEs can benefit from taking three action...

This article presents a three-action risk management approach for smaller businesses that will help boost and protect its business performance.

Smaller Companies Must Embrace Risk Management SMEs do not have the same regulatory pressures that can lead larger companies to measure and mitigate their risks, but they also have fewer buffer resources to resist unexpected shocks. They are one large potential incident away from bankruptcy. That’s why SMEs can benefit from taking three action...

This article highlights how a buy-sell agreement, funded with life insurance, can help the surviving business owner continue to run the business successfully.

Business Owners Should Review Their Buy-Sell Agreements A recent tax case hasn’t gone well for a small business, highlighting the need for businesses using a similar (and typical) succession planning arrangement to take a look at theirs.

You are invited to an exclusive financial career event you won't want to miss. Hosted by the Orlando New York Life office, this is your chance to connect with exceptional, successful managers and financial professionals in our office and your area. It’s an opportunity that could change your life. To RSVP, please register directly at this link. https://bit.ly/46gnl6v

Roth accounts can provide you with a tax-free source of income during retirement but they’re also valuable for account beneficiaries. Learn more about Roth conversions and how to use them in your estate planning strategy.

Why a Roth Conversion Is a Powerful Estate Planning Tool | ThinkAdvisor Under the Secure Act, Roth IRAs allow beneficiaries to enjoy 10 years of tax-free account growth.