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Guide
Thursday, September 5, 2024
FIN Compliance
Maximizing Productivity: Business Management Solutions for Accessing Multiple Applications
This guide outlines how firms can integrate Single Sign-On (SSO) with a unified business management portal to streamline access to key applications like CRM, project management, accounting, and HR, enhancing efficiency and security.
White Paper
Friday, August 23, 2024
Modern Life
U.S. Supreme Court Weighs in on Buy-Sell Agreements: What's Next for Business Clients
Discover insights from the latest Supreme Court ruling on buy-sell agreements with our whitepaper. Learn how the Connelly decision impacts estate tax calculations and explore strategic alternatives to safeguard your business clients’ interests.
White Paper
Thursday, June 13, 2024
Modern Life
The End of Noncompetes: Alternatives for Employee Retention
With the recent FTC ban on noncompete agreements, businesses must rethink their strategies for retaining top talent. This white paper explores a compelling alternative—split dollar arrangements—that can help advisors support their business clients to maintain employee loyalty while complying with new regulations.
Research / Report
Monday, April 15, 2024
Dell Technologies
The Next Now: How to Become an Innovation Leader in the Age of AI
Currently, only 18% of organizations worldwide can be classified as "innovative" with mature practices*. That's why Dell Technologies surveyed 6,600 business and IT decision-makers across 40 locations to find out what's preventing organizations from innovating and how they plan to leverage artificial intelligence in the future to drive outcomes.
White Paper
Friday, July 14, 2023
Modern Life
Maximize the Likelihood of Securing Coverage for High-Risk Individuals
In this white paper, learn how to: 1.) advise high risk clients, 2.) take the right steps to help clients with impaired risks secure favorable coverage, and 3.) best practices for developing a narrative and navigating the underwriting process.
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