Life Happens

We understand that life insurance is a critical asset and plays a vital role in preserving the legacies of the affluent. Our expertise allows us to give advice that can provide liquidity and ensure proper timing and distribution to chosen beneficiaries.

162 Bonus Plan

Rose Street 162 Bonus Plan

162 Bonus Plan Are you evaluating a “reward” program for your key people? Do you want a plan that is meaningful, but not overburdensome and complex? A 162 Executive Bonus Plan may be the plan for you. A recent article in Forbes from our friend and HR expert Tracy Brower, […]

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Life Happens: Pennies for Dollars

They say there are only two certainties in life: Death & Taxes… If you have been successful and built a large estate, when you pass away, Uncle Sam comes calling (again). One can argue over whether or not this is fair, but as it stands today, you are only able […]

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Top 5 Reasons to Convert Your Term Insurance

Rose Street Advisors | Life Happens

Rose Street Advisors Community | Life Happens Top 5 Reasons to Convert Your Term Insurance: 1. Timing: The level premium paying term is running out…and you still need coverage. Life insurance premiums increase exponentially once the original level term time period expires. For example, year 21 of a 20-year level […]

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