Category: Finance

Wornel Simpson discusses more than 35 years of experience developing diversified financial business management strategies. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-wornel-and-kellen-simpson-financial-professionals-with-wornel-simpson-and-associates/ Wornel explained: “Our mission is to see our clients through life’s personal and financial struggles utilizing objectivity, judgment, instinct, and compassion. We are devoted to providing sound fiscal advice in an efficient, responsive manner. Our company consistently strives to conduct business at the highest level, relying on the cornerstones of our firm- ethics, excellence, and commitment to the needs of our clients. Our Financial…

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Tony Lupina, Owner of Lupina Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Retirement Using Life Insurance Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-tony-lupina-owner-of-lupina-financial-services/ As the Insurance  Industry continues to evolve with technology with new and better products for the present and the future, we are here to provide the best solutions for our clients’ needs. Lupina explained that ” Lupina Financial Services offers life insurance products that help you plan for the Future. Index Universal Life and Whole Life includes…

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American Senior Benefits is dedicated to serving those in need of insurance, especially seniors. They are proudly independent, answering only to their customers. Customers’ choices are key life decisions, and they work every day to help them find the right solutions at affordable prices. What they do is essential, personal, and precise. Every time they help a customer make a decision that’s right for them, it makes them – and their organization – stronger. A hybrid business model – because a custom solution fits better. American Senior Benefits operates a…

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Because the most significant portion of wealth for a business owner is tied up inside the business, Josh Sherrard discusses his approach to helping his business clients create a savings plan that makes sense for a successful future.

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If a company files now for the Employee Retention Credit it could be waiting 16 months or longer for payment, according to the IRS. ERC Claims has come up with an innovative solution which could allow business owners to see their money in as little as 2-4 weeks.

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