How We’re Different

For many business owners, life insurance is more than a safety net, it can be a powerful, underutilized strategic tool. Founder and CEO Michael Gold recently spoke to FA Magazine as they explored how life insurance provides liquidity, supports succession planning and protects companies thro …

The past few weeks we have experienced significant market volatility and turbulence coming after two very strong years of growth- sparked by the tariffs the current administration has been ushering in. To say the least, the uncertainty about prices companies and consumers may have to bear i …

I remember the excitement of starting the search for my first home. I was proud that I had diligently planned and saved and could now provide a home for my family, my indoctrination into adulthood.  I searched the real estate sites and apps relentlessly. I had my list, contacted a real esta …

The Exit Planning Institute is proud to announce that Michael Gold recently earned the Certified Exit Planning Advisor (CEPA) credential after completing the Institute’s intensive executive MBA-style program. Michael Gold joins an elite group of business advisors who have received this cred …