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    Business Succession Planning for a Family-Owned Business

    Sandeep N SettyAugust 8, 2024

    One of the biggest challenges in running a family-owned business is ensuring its smooth transition to the next generation. Many…

    Partnership Insurance: A Crucial Case Study

    Sandeep N SettyAugust 8, 2024

    Partnerships are often destined for success, but not all can withstand life’s toughest challenges. So, what exactly is partnership insurance,…

    Smoking and Insurance: The Changing Perspective on Risk and Premiums

    Sandeep N SettyAugust 7, 2024

    Recent research suggests that smoking impacts morbidity (health complications and quality of life) more than mortality (lifespan). This shift in understanding explains why many…

    Barbell Strategy: A Balanced Approach for Wealth Protection and Growth

    Sandeep N SettyJuly 30, 2024

    In the world of wealth management, one strategy that stands out for high-net-worth families and successful business owners is the…

    The True Foundation of Life: Income

    Sandeep N SettyJuly 13, 2024

    We often hear that food, clothing, and shelter are the basic necessities of life. But have you ever considered what truly…

    Financial Planning: It’s Not a Product, It’s a Strategy

    Sandeep N SettyJuly 5, 2024

    When we talk about financial planning, it’s easy to think of it as a simple product you can purchase. But…

    The Foundation of Wealth: Separating Business and Personal Finances

    Sandeep N SettyJuly 4, 2024

    Last week, I met a business owner with substantial wealth, yet his business was struggling. Our conversation was insightful, and…

    How to Live Wealthy Until the Day You Die & Secure Your Legacy

    Sandeep N SettyJune 28, 2024

    Imagine building an immense fortune, only for it to vanish within two generations. That’s exactly what happened to Cornelius Vanderbilt’s…

    Case Study: How an Irrevocable Trust Could Have Prevented Will Litigation

    Sandeep N SettyJune 25, 2024

    Succession disputes can drag families into costly, emotional battles. This case study of Mr. Sanjay Ji illustrates how a seemingly…

    Annuities: Your Income Engine for Financial Freedom

    Sandeep N SettyJune 20, 2024

    Achieving true financial freedom means earning money every day—because you’re spending money every day. The wealthiest individuals understand the importance…

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