Our Blog
Gain clarity and confidence in your financial future. The SSG Companies Blog shares expert insights on wealth transfer, succession planning, and business transitions—helping high-net-worth families preserve and grow their legacies.
Whole Life vs. Indexed Universal Life: Which Policy Is Right for You?
When it comes to permanent life insurance, two popular options often compete for attention: whole life insurance and indexed universal life (IUL) insurance. Both offer lifelong coverage and a cash...
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ESOP Sustainability
ESOP Sustainability Brief An ESOP succeeds over decades only when its capital structure, cash flow, and repurchase obligations are managed with discipline. Most companies wait too long to confront...
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Charitable Giving with Life Insurance: Enhancing Your Legacy
Charitable giving through life insurance offers a strategic way to enhance your legacy while benefiting from various tax advantages. This approach allows you to make significant contributions to...
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Is It More Efficient to Leave a Charitable Legacy with Life Insurance?
Giving back is more than a gesture for many high-net-worth individuals (HNWIs); it reflects their enduring values. Whether supporting a long-time cause or a nonprofit aligned with their legacy,...
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Understanding the One Big Beautiful Bill Act
The “One Big, Beautiful Bill” (OBBBA) represents a significant shift in U.S. tax policy, bringing a mix of permanent and temporary changes. This is more than just political rhetoric; it has real...
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