Shane Biltz

Shane Biltz
Life Insurance
Woman selecting life insurance options

Should I Switch Life Insurance Providers?

Switching life insurance providers may seem appealing, but it comes with potential challenges like new medical exams, fees, and reset contestability periods.

Business Owner Policy (BOP)
A silver book with a red ribbon bookmark between the pages. The words business insurance are written on the book’s spine.

The Importance of Tailored Business Insurance Solutions

Discover the tailored advantages of business insurance, where expert insights meet comprehensive coverage. From personalized protection to invaluable benefits, ensure your business thrives amidst uncertainties.

Retirement Plans
A multiethnic, multigenerational office team of mixed genders making thumbs-up and victory gestures for a group photo.

Retirement Planning in the Modern Era

Employers are reshaping retirement planning, providing personalized benefits, clear communication, and diverse investment options to bridge wealth gaps based on age, gender, and race, fostering an inclusive and confident workforce.

Captive Insurance
The Importance of Captive Insurance Domicile Selection

The Importance of Captive Insurance Domicile Selection

Explore the critical factors involved in choosing the right domicile for a captive insurance company. From regulatory environments and taxation considerations to political stability and market reputation, this guide delves into the nuances of selecting the optimal jurisdiction. Learn why the domicile matters and how it can impact the success and effectiveness of a captive insurance arrangement, providing insights essential for businesses navigating unique risk management needs and seeking tax advantages.

Employee Benefits
Reviewing employee benefits packages on a laptop computer.

Can You Negotiate Insurance Rates?

Discover the key to attracting and retaining top talent while optimizing your company’s financial health. Learn how to negotiate better insurance rates and provide a competitive benefits package for your employees. Explore our comprehensive guide to making the most of your employee benefits

Retirement Plans
twisting road

How to Build a Winning Defined Contribution Plan

Designing a successful defined contribution plan is a strategic endeavor that blends financial responsibility with employee benefits. Discover how to encourage participation, strategically match contributions, evaluate investment options, and more.