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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.
Josh and Jay take a break from discussing investments and insurance to talk about their personal lives and how life events have influenced their respective career paths.
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?
This episode is a great example of how competitive the 401k industry has become over the past several years, and why plan sponsors need to keep their plans up to date with consistent benchmarking exercises.
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”
The global pandemic and resulting market crash and job losses were a stark reminder of how ill prepared most American workers were in an emergency. For companies that offer 401(k) plan, having a robust financial wellness program in place can often help employees deal with this type of financial stress.