Finuity Blog

When One Life Insurance Policy Can Serve Two Planning Objectives

The evolving role of life insurance in financial planning For many business owners, life insurance begins as a straightforward form of protection. It may provide liquidity to pay taxes at death, preserve the value of an estate, or help ensure that family members are...

Looking Beyond Traditional Employee Benefits

The changing expectations of employee benefits Employee benefits plans have traditionally focused on providing broad protection through health, dental, disability, and life insurance coverage. While these core benefits remain an important part of any compensation...

Why Employers Are Expanding Benefits Plans Beyond Traditional Insurance

Expanding the definition of employee benefits Employee expectations around workplace benefits have evolved considerably in recent years. While traditional group insurance plans continue to play an important role, many employers are recognizing that employees...
Key Person Insurance: Protect Your Business from Financial Loss

Key Person Insurance: Protect Your Business from Financial Loss

Key Person Insurance is a type of business insurance that offers financial protection to a company in case of the death or disability of a key employee. It's also known as "key man insurance" or "key employee insurance," and it's designed to help businesses maintain...

The Great Transfer of Wealth: Tips for each generation

The Great Transfer of Wealth: Tips for each generation

What is the "Great Transfer of Wealth?" As baby boomers retire, require long-term care and eventually pass, their collected wealth will be transferred to their children, grandchildren and other beneficiaries. This historic shift in finances has been dubbed by many...