Economic outlook
J.J. Pérez, President of Corporate Solutions and Kathy Bostjancic, SVP and Chief Economist discuss economic pressures for business owners.
Download the podcast episode for Pérez and Bostjancic’s insights on:
- The general view of the economy held by business owners
- The labor market and the ongoing value of strong employee benefits
- The importance of succession planning
- Business owners’ access to capital
- Economic outlook on interest rates
Insights
Review the results of our recent study on how business owners are responding to current challenges and planning for future risks.
Take advantage of a sales opportunity by using informal business valuations and buy/sell reviews.
If you were forced to transition your business today, would you be ready? Use our complimentary business planning for an informal business valuation and/or buy/sell review.
Get a head start on planning with our informal business valuation service.
If you’re thinking about developing a succession plan for your business, there is quite a lot to consider. We developed this checklist for you to use as a guide during your planning sessions with your advisor.
Learn more about the value you can provide with a business succession plan. We have the resources to help you.
Use this workbook to help develop your succession plan. As you develop and implement your plan, your financial professional can be a valuable resource that’s tailored to your specific needs and objectives.
With benefits playing a larger role than ever in what people value when taking a role, it makes good business sense to have a robust benefits package that adds value to an employee’s compensation.
The Advanced Consulting Group, powered by Nationwide Retirement Institute®, created this client-approved white paper suite around business planning needs to help with even your most complex cases.
If you are a small-business owner who is considering offering a tax-deferred retirement plan for yourself and your employees, several options are available to you depending on your specific situation.
Supplemental coverage options can really enhance your clients’ suite of employee benefits.
Partnering with a specialty risk manager to deliver your client’s self-funded health plan can help save money, mitigate financial risk and customize the plan to fit a company’s specific benefit needs.
A new phase of the business cycle requires a new approach to reward employees and improve retention.
A catastrophic employee medical claim could result in a huge liability for an employer. Medical stop loss insurance can provide the peace of mind your business clients are looking for.
Understand potential business risks to create a plan to protect your business, your family and your employees.