Articles
Primer on Captive Insurance Essentials
A very wide range of companies employ Captive Insurance Company (CIC) as a means of preparing for risks and remaining solvent in the event of disasters and unforeseen events that traditional insurance won’t cover. Imagine a cancer diagnosis for a company owner or the...
Enterprise Risk Management Utilizing Small Captive Insurance Companies
Conducting an exercise in Enterprise Risk Management can help small and mid-market businesses, at risk of enormous losses in disasters and other impacts, ensure a continued access to credit and capital when they need it most. Forty percent of small businesses affected...
Unlock Illiquid Assets With Wealth Replacement Trusts
Among the generous and philanthropic, the wish that they could “do more” is common. Perhaps, what they need isn’t more money rather it’s some expert assistance. Their personal needs for healthcare and retirement, and their goals for leaving a legacy for their heirs,...
Why Should You Consider Planned Giving?
Whether you work in fund development for a charity, or you are investing your own wealth, Planned Giving is something you are likely not paying enough attention to. It can be an important component of your or your donors' legacy plan without impacting lifestyle and...
Fire-Up Live 2022 Event Videos
All the videos from our 2022 Fire-Up Connect Live Event have been posted and are available here for viewing! Thanks to all those who attended, it was great seeing and connecting with you all. Fire-Up Connect https://vimeo.com/784870538/8a595f36c9 Real Men of Real...
Fire-Up Connect Holds a Discussion About Financial Planning and Non-Profit Organizations
In this week’s Fire-Up session, the primary argument moves around Financial Planning and Non-Profit Organization on which host Marie Waite, the Founder of Fire-Up Connect, Dr. Mansi, Dr. Rob Garcia, and Brian George has a very intriguing discussion. The meeting is...
Fire-Up Connect Talks About Stem Cells and Gut Health
In this week’s Fire-Up Connect session, the conversion mainly circles around Stem Cells and Gut Health of which host Marie Waite, the Founder of Fire-Up Connect, Monica D. Stone, Dr. Rob Garcia, Martha Razo, Dr. Mansi, and Rick Morgan are the participants. The...
Fire-Up Connect Talks About Imposter Syndrome, Challenges, and Opportunities
In this week's meetings, the talk of the day is Imposter Syndrome, Challenges & Opportunities of which the host Marie Waite, the founder of Fire-Up Connect, Dr. Rob Garcia, Gabby Bachher, Michelle Estelle, and Martha Razo are part. The session sounds to be...
Fire-Up Connect Discusses Wealth, Success, and Opportunity
In this Fire-Up Connect session, the topics were Wealth, Success & Opportunity for which Marie Waite, founder of Fire-up Connect, Diana Bonasca, Stephen Powers, Brian George, and Dr. Mansi had an insightful and thought-provoking discussion in an enjoyable and...
CPA Life Insurance Audit & Review
Your clients’ life insurance policies may no longer serve their interests and be in need of a review and audit. If the policy owner or trustee of the policy doesn’t have the knowledge needed, an In Force Illustration helps to ensure their needs are met now and into...
Use Data to Prepare your Business for Economic Instability
Is your business ready for an economic crisis? Are you a small or midsize business owner trying to make decisions, stay afloat, or grow your business? You hold the key to many uncertainties within your business. Yes, every business has this superpower or ACE in their...
The Great Realization: Attracting & Retaining Talent
lease join us for a webinar focused on strategies for attracting, retaining, and motivating your talent... Register in advance for this Zoom webinar:https://lnkd.in/gyrAuWcQ When: Mar 16, 2022 01:00 PM Pacific Time (US and Canada) Topic: The Great Realization
Cowgirl Teaches Individual Investors Like You To Become The Bank
The California Cowgirl Teaching Individual Investors Like You To Become The Bank Unmistakable in her iconic pink cowgirl hat, Jasmine Willois has quickly become recognized as one of the leading women entrepreneurs of this century, who is helping others rethink their...
5 Data Driven Solutions That Grow Your Business
Data is the future and the future is now. If you want to be competitive and grow you have to make data-driven business solutions. SOLIX has created five tips for business owners to follow to lead their companies to success this 2022. (1) Have a Monthly Profit and loss...
LTS Startup Accelerator Appoints James Watson Mentor/Partner
October 27, 2021 Leo TechnoSoftIn Press Release Comments: “Leo Technosoft’s LTS Accelerator Program inspires and engages entrepreneurs across all industries, geographies, and backgrounds with the time and experience of industry experts. Based on the BOMT model, LTS...
Startup Sales Acceleration Tips: James Watson, Fractional VP of Sales
According to recent reports, top tech companies like Apple, Google, and Microsoft spend anywhere between 6-22 percent of their revenue on sales and marketing. However, while this might be adequate for some of the top names in tech, sales acceleration expert James...
Investors Needed To Help Build A Modern City; Rio Rancho, NM USA
Paul Matamoros - Impact Investor Manager | CEO | Professional Realtor | Commercial Real Estate Broker I conduct business in the City of San Francisco (proper) CA & the City of Rio Rancho, NM. In Rio Rancho: I am promoting Economic Development with the cooperation...
Don’t Choose a Franchise Company Before Asking These Questions
Choosing a franchise company is a huge decision. After all, choosing the wrong company can lead to a lot of financial heartache—and that's putting it lightly! As a franchise consultant, I know how important it is to help my clients make the right decision. That's why...
I Am Facing Foreclosure, What Should I Do?
Today, hardworking people are forced to make tough decisions. The direction you take as a homeowner today will affect you financially for years to come. If you or someone you know is forced to make these decisions, call us today! We can help you weigh all...
The Same Old Real Estate Investments Won’t Get You There
In the newest episode of Building Solid Foundations TV show, I was joined by Patrick Kappel of Reef Point Realty who has been building his portfolio of investment properties for about ten years. Kaaren Hall of Udirect IRA also joind me. As a long time real estate...
Tick Tock – How Much Time Do You Cost?
Time. It’s the only true equalizer we have as humans. We spend the same amount of it getting to the age of one, then 12, 18,21 40, and lastly, 65; retirement age (we hope). We “lose track of time”, “gain” an hour, then lose it again. We...
What does it mean to GET FIRED UP in Real Estate?
What does it mean to be really get fired up in Real Estate? Do you spend more time doing cold calling? Do you go out and knock on more doors to introduce yourself? Do you sit in more open houses hoping to meet home buyers? All of these methods can be effective, but...
Six Essential Principles of the Finest Women in Real Estate
Finest Women in Real Estate: Six Essential Principles of the Finest Women in Real Estate. The secrets to building your reputation and your business, establishing yourself as an expert, cultivating clients and referrals, balancing home and work life and more!...
Youtube Thumbnails via PHP
Embedding videos from Youtube into a website is a rather painless procedure. Each video is provided with sharing options that include a bit of html code that will get the job done, and with WordPress it’s even easier. All you need is the video URL...
What is a 1031 Exchange?
Section 1.1031, of the Internal Revenue Code of 1986, as amended, offers real estate investors one of the last great investment opportunities to build wealth and save taxes. By completing an exchange, the investor (Exchanger) can dispose of their investment property,...
FHA Back to Work Program – Extenuating Circumstances Program
The U.S. Department of Housing and Urban Development recently published Mortgagee Letter 2013-26 under the subject “Back to Work–Extenuating Circumstances” for all FHA-Approved Mortgages. This new ML explains that FHA is continuing its commitment to “fully” evaluate...
