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    500 Elm Grove Rd Ste 108 Elm Grove, WI 53122-2546 T: 262.782.5900 F: 262.782.5950
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Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
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Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
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The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
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Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
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Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
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intelligent investors groupintelligent investors group
  • 500 Elm Grove Rd Ste 108 Elm Grove, WI 53122-2546
  • T: 262.782.5900
  • F: 262.782.5950
  • Map & Directions
  • Map & Directions

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