Macro Advisors
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We specialize in holistic, financial planning for both business owners and individuals.
We are not looking to replace your advisors, rather work with your them to identify missing areas of expertise to provide your business with the most powerful tools.
10/01/2022
What type of policy is best for a Life Insurance Retirement Plan (LIRP)?
What type of policy is best for a Life Insurance Retirement Plan (LIRP)? Indexed Universal Life (IUL) insurance can be used to accumulate retirement funds. An IUL policy may work best for a life insurance retirement plan.
09/30/2022
3 Ways Business Owners Can Utilize Life Insurance
3 Ways Business Owners Can Utilize Life Insurance 3 ways business owners may utilize life insurance. Including tax-advantaged savings, buy-sell agreements, and key-person coverage.
09/29/2022
New Opportunities Arise as IRS Announces 401(k) and IRA Limits for 2022
New Opportunities Arise as IRS Announces 401(k) and IRA Limits for 2022 The IRS has announced the 401(k) and IRA Limits for 2022. This may present a new opportunity for you to tap into the qualified plan market.
09/28/2022
What Happens When a Universal Life Insurance Policy Matures?
What Happens When a Universal Life Insurance Policy Matures? Do you know what can happen when a universal life insurance policy matures and what you should do in the event you need a maturity extension? Keep reading.
09/27/2022
What Happens When a Term Life Insurance Policy Matures?
What Happens When a Term Life Insurance Policy Matures? Do you know what happens when term life insurance reaches maturity? Keep reading to find the ways a policy can mature.
09/27/2022
IUL or Roth IRA; Which is Best for You?
IUL or Roth IRA; Which is Best for You? The Roth IRA and Indexed Universal Life (IUL) Policy are both tools that can be used to build substantial retirement savings.
09/26/2022
Do Business Owners Take Too Much Risk?
Do Business Owners Take Too Much Risk? Here is a blog post
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Address
446 Houston Street Suite 200
Coppell, TX
75019
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |