Weekly Editions

An Economic Time Bomb for Life Insurance Owners

Weekly Edition • January 17, 2018

From FFI Practitioner

Thanks to Mitzi Perdue for this week’s article addressing an international phenomenon impacting life insurance dividends and returns. Rather than putting life insurance policies in the proverbial “bottom left hand drawer,” her research recommends that, especially in a reduced interest rate environment, all of your client’s life insurance portfolios be evaluated to check and monitor their performance to avoid an “economic time bomb.”

Multi-Roles Model: Theory and Practice

Weekly Edition • January 10, 2018

From FFI Practitioner

What better way to start a new year than to look at some classic models in the family enterprise field and offer forward facing ideas. Thanks to FFI Fellow Paul Karofsky of Transition Consulting Group for refining some of his early work on a multi-roles model and providing examples from his client base for consideration by the readers of FFI Practitioner.

Wealth Inequality and the Family Business

Weekly Edition • January 03, 2018

From FFI Practitioner

Thank you to this week’s contributor, Isys Caffey of Edelman, who launches 2018 with further analysis of the Edelman Trust Barometer Special Report: Family Business by focusing on the role that wealth inequality can play in public perceptions of family businesses and what family businesses can do to address these perceptions.