2023 Fire Up Live Videos

2023 Fire Up Live Videos

All the videos from our 2023 Fire-Up Connect Live Event are available for viewing in this playlist! Thanks to all those who attended, it was great seeing and connecting with you...
Primer on Captive Insurance Essentials

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...
Unlock Illiquid Assets With Wealth Replacement Trusts

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?

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...