CPT Codes
Andrea works a few days each week at a family practice clinic and a few days each week a surgical practice
Executive Bonus (IRS Code 162)
The IRS Code 162 executive bonus plan is another tool businesses can use to attract, motivate, reward, and retain key employees.
Self-Employed Sales Kit
Traditional employment is becoming less common. This means that traditional employee benefits are also becoming less common.
Where to Find Next IDI Prospect Infographic
The 2021 median annual wage for STEM occupations is $95,420 – compared to $40,120 for non-STEM occupations.
Executive Benefit Prospect Infographic
The Executive Benefit Equalizer helps you illustrate the extreme disability risk that so many highly-compensated executives face
DI Business Loan Case Study
In addition to providing a full scope of financial planning services, advisor Mike Daly has achieved great success with business loan
Business Loan Product Overview
Starting and running a business – or funding an expansion – can be an expensive proposition.
Buy-Sell Product Overview
There are some 7.4 million businesses operating as partnerships in the United States
Key Person Product Overview
Impact players. Every business has them. They can be an owner, product guru or that office manager
GSI Guide
Looking for an easy path to a multi-life account? Guaranteed Standard Issue (GSI) disability insurance is just the ticket.