ProVisors Member Thought Leadership

The evil twin of subnational diplomacy lurks during elections and lays the groundwork for cybercriminal incursions. It’s on the hunt in local government circles, too.

Spotlights are focusing on the shady side of #SubnationalDiplomacy influence during US elections. This evil twin of a transparent and productive form of local-to-local commercial engagement lays traps among unsuspecting state and local elected officials

Life insurance is often seen as something for the future or just for emergencies, yet it’s more versatile and useful than many think. So, how do you know if you need it?

Life insurance needs depend on personal situations, and there’s no one-size-fits-all policy. However, if you are married, have children, support aging parents, or have expenses such as school

Microsoft Copilot is ushering in a new era in the realm of automation, igniting a major disruptive force. Its wide-ranging applications are transforming numerous industries, elevating productivity, and refining workflows. What can Microsoft Copilot do for your business? What preparations must businesses undertake before integrating this innovative technology? Let’s cut through the buzz and explore these key questions about Microsoft

Life insurance policies are designed to provide financial security for your beneficiaries after your death. However, circumstances can change, and there may be a time when you no longer need or want your policy. In such cases, life settlements can be an alternative to surrendering your policy for its cash value or letting it lapse.

If you’re considering selling a

Often, in both commercial real estate deals as well as hockey games, we must deal with the pissed off client or coach. In a recent real estate transaction, we were close to completing renegotiation of a clients’ lease renewal. Suddenly the landlord advised that if our client didn’t agree to terms within two days, the landlord would cease negotiations and

People with a million or more in assets (and those who aspire to) have unique financial needs. Life insurance strategies can be a pivotal tool for wealth accumulation and preservation. Life insurance offers a sophisticated means to achieve three main objectives: compound interest, tax-favored accumulation, and safe, positive leverage. By understanding these principles, millionaires can maximize their wealth while minimizing

Life insurance policy reviews are important for ensuring a policyholder’s coverage continues to meet their evolving needs. However, while life insurance policy review templates can serve as helpful guides, they should not replace a personalized assessment.

At Stratus Financial Partners (SFP), we understand that a one-size-fits-all approach falls short of providing the comprehensive and tailored service our clients deserve. That’s

Life insurance serves as an important safety net, providing financial security for our loved ones. But did you know that life insurance can also offer benefits while you are still alive?

These benefits, known as living benefits, offer financial security beyond the traditional death benefit. Imagine facing a chronic illness or receiving a terminal diagnosis — having access to a

As we age, our needs, financial situations and health evolve, making the choice of the right life insurance policy important. Whether you’re seeking life insurance help in choosing a policy by age or need to make changes to an existing policy, understanding your options is essential.

In this guide to life insurance, we explore how life insurance can provide not