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 through mechanisms like buy-sell agreements and key person coverage. Michael underscored its importance in managing business debt, showing how it can secure loans and strengthen long-term financial stability.
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Life Insurance: A Strategic Asset For Business Owners
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 …
This time it’s different?
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 …
2024 Midyear Outlook
Introduction to Value Drivers
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 …
Michael Gold Earns Prestigious CEPA Credential
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 …

