Business insights from some of the best minds in the industry
Innovative strategies to address your organization’s wealth preservation, tax, retirement, estate and business planning challenges.
As your business grows, you buy insurance to cover unexpected losses. Use our Replacement Cost Method help calculate the amount of coverage you really need.
Featured content to help you achieve your individual goals
Learn industry best practices, find the best ways to manage risk, create legacies and protect your family.
Deciding how much life insurance to purchase for your family can be tricky. Use this method to estimate your personal life insurance coverage.
Life insurance comes in two basic forms.
The type of insurance you select depends on your time frame, your needs, and your financial situation. Understanding the differences will help you determine which type is right for you.
One key reason to choose a premanent life insurance policy in addition to protection, is the tax advantages that cash value offers.
Higher taxes on investment gains and income are very likely as the federal government seeks ways to reduce a deficit that has grown exponentially due to spending on the Covid-19 pandemic. These tax increases will likely affect all working Americans, but may place an even greater burden on wealthier individuals and their families.
Resources and insights to help you plan
The USICG team is happy to provide resources to help our clients ensure their action plan aligns with their objectives.
- 2022 & 2023 Tax Tables
- 401(k) Restoration Plan Overview | Addressing the issue of Contribution limitations for highly compensated employees (HCEs)
- Additional expert insights on protecting your financial future