What impact has Covid had on life insurance underwriting?
Josh and Jay discuss how has Covid-19 impacted underwriting requirements for life insurance, disability income insurance and Long Term Care insurance.

Josh and Jay discuss how has Covid-19 impacted underwriting requirements for life insurance, disability income insurance and Long Term Care insurance.
If you’re a business owner that is looking to sock money away, what are your options? Should you consider a SEP IRA? Or a 401k? What is profit sharing? What is safe harbor? What is the best retirement plan for a business owner?
Business owners, successful professionals and those with retirement assets should be aware of current exemption amounts, and how recent history has proven that those amounts can change with the “stroke of a pen”
Normally the show topics are evergreen, but Will, Jay and Josh all felt that with a possibly historic election just days away, they would record some of their thoughts before the final outcome is known.
Tune in to hear Josh & Jay's thoughts on Hurricane Sally, what to do with employees, taxes, tech, incomes, cash flow, and reserves, and of course…Covid’s continued impact on our local business community.
The CARES Act permits a “coronavirus-related distribution” of up to $100,000, with favorable tax treatment, but employers across the country have struggled with this. Some implemented it; some are dead set against it, and some are taking a wait and-see approach.