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Affirmative Minute

Odds of the Unthinkable Zero

April 25, 2023 by Kerry Southorn

In this edition of the “Affirmative Minute” we look at the importance of making the odds of the unthinkable “zero”! By doing so, we can be confident in our planning and truly “Live …

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Tax Benefits and Life Insurance

April 21, 2023April 20, 2023 by Kerry Southorn

“Sometimes planners can put the tax-planning cart in front of the horse of purpose!” This is the opening statement in our second edition of our “Affirmative Minutes” feature. The underlying purpose of the …

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