Macro Advisors

Macro Advisors 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.

What type of policy is best for a Life Insurance Retirement Plan (LIRP)?
10/01/2022

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.

3 Ways Business Owners Can Utilize Life Insurance
09/30/2022

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.

New Opportunities Arise as IRS Announces 401(k) and IRA Limits for 2022
09/29/2022

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.

What Happens When a Universal Life Insurance Policy Matures?
09/28/2022

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.

What Happens When a Term Life Insurance Policy Matures?
09/27/2022

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.

IUL or Roth IRA; Which is Best for You?
09/27/2022

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.

Do Business Owners Take Too Much Risk?
09/26/2022

Do Business Owners Take Too Much Risk?

Here is a blog post

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

Telephone

+19725231645

Website

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