Shane Biltz

Shane Biltz
Retirement Plans
Mother and adult child reviewing financial plan

Preparing for Retirement While Supporting Adult Children

Preparing for retirement while supporting adult children at home requires careful financial planning, clear communication, and a focus on fostering independence to maintain stability and harmony.

Life Insurance
Person reviewing life insurance options on phone.

How Much Life Insurance Do You Need?

Ensure your family’s financial security by understanding the key factors that determine the right amount of life insurance coverage for your unique situation.

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.