You spend most of your life building and acquiring assets in order to provide for yourself and your family. In today’s uncertain economic times, personal risk management has become a vital component of a cohesive wealth management strategy.
Our professionals provide assistance in all stages and aspects of wealth. Whether you’re in the first years of accumulating wealth, when hard work begins to deliver financial rewards, or you’re ready to retire, pass wealth to succeeding generations or simply enjoy your prosperity, we have practical solutions to meet each need or opportunity.
Our advanced insurance planning specialist will become an important member of your planning team. You will receive unbiased advice and customized strategies that provide solutions that complement your wealth management strategy. We assess your current situation, your goal based financial plan, and identify vehicles to address issues related to wealth transfer planning, gifting, tax planning, business protection and continuation planning. Together, your entire Associated team develops solutions that create a sound, effective and comprehensive strategy to suit your unique needs and goals.
Merger and acquisition (M&A) deals can be complicated. Extensive research and preparation must be completed prior to the closing of the deal to ensure there are no hidden liabilities or gaps in insurance coverage. When preparing for an M&A, it is crucial to understand how the buyer’s and seller’s insurance programs will respond to a change in control. In order to avoid saddling your combined company with uninsured liabilities, you must be knowledgeable about your insurance policies and how each might be modified in a merger and acquisition transaction. Consider the following before completing an M&A deal.
In a tight labor market where competition for the best talent is fierce, it’s tough to keep up with latest trends, and even more of a challenge to decide which trends to pursue. In this article we will cover some of the latest benefits we see employers considering and implementing.
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