Life insurance as a risk management vehicle to preserve company value
Huntington Bank’s Sean O’Connor on life insurance, and how it can preserve company value in the event of the unexpected loss of a key individual.
Prepping your business for 2024
First Federal Lakewood’s Scott Gnau on what businesses need to do to prepare for 2024 and how to start off on the right foot.
Life insurance as a risk management vehicle to preserve company value
Huntington Bank’s Sean O’Connor on life insurance, and how it can preserve company value in the event of the unexpected loss of a key individual.
How treasury management tools can improve a company’s cash flow
Premier Bank’s Jennifer Bidlingmyer on how treasury management services can improve cash flow and mitigate risk.
Mezzanine capital serves a purpose for those who know how to use it
Huntington Bank’s Jim Altman on mezzanine capital and the criteria those who borrow it must meet.
Building a strong relationship with your business banker
First Federal Lakewood’s Matthew Lay on how business owners can strengthen their relationship with their business banker and how it can benefit them.
Life insurance as a risk management vehicle to preserve company value
Huntington Bank’s Jim Altman on life insurance, and how it can preserve company value in the event of the unexpected loss of a key individual.
Why wealth management and succession planning should be done together
Premier Bank’s Denise Glinatsis Bayer on figuring out the right wealth management strategy for business owners who are succession planning.
Update your estate plan before scheduled 2025 tax changes
Huntington Bank’s Jim Altman on wealth and estate planning moves that should be discussed well ahead of potential 2025 tax law changes.
Ensure your business funds are FDIC-insured by utilizing treasury management services
First Federal Lakewood’s Alix Kaufmann on how businesses can keep their funds FDIC-insured.