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Video Learning Library


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Protecting Your Family

How do business owners, whose families are financially dependent on income provided by the business, protect their family's lifestyle in the event of their death?

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Building Cash

How do business owners build and maintain the cash they need to operate the business in a prudent and tax-efficient manner?

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Retaining Management

How do privately held companies motivate and incentivize key employees to stay long-term and contribute to the owners overall success?

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Retirement

How do medical practices address the retirement concerns of their employees?

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Protecting Your Business

How do businesses prepare for the sudden death of an owner and its impact on customers, employees, lenders and suppliers?

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Tax Diversify Your Retirement Income

How do business owners build wealth for their own retirement while trying to reduce the income taxes they have to pay?

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Protecting Your Partner

How do business owners deal with the void left by the unexpected death of a business partner?

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Business Asset Strategies

How do business owners prepare to unlock the value of their business so that they give themselves the greatest chance of realizing its full value?

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Why Retain Employees

How do medical practices identify the costs of high employee turnover and the negative effect it has on revenues?

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IRA Wealth Maximization

How do clients with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?

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Disclosure

Donald Lippencott is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0F17333), CO, CT, DC, DE, FL, IA, ID, IL, MA, MD, ME, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, VA, VT, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Donald Lippencott is licensed and authorized to offer insurance in California, but Lippencott Financial Group may not be. For additional information on California licensure status, please click here.

Donald Lippencott is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4 Technology Dr Ste 260, East Setauket, NY, 11733. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MS, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Donald Lippencott is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MS, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Donald Lippencott is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Lippencott Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Lippencott Financial Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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  • WHO WE ARE
    • OUR FIRM
    • OUR TEAM
    • OUR PROCESS
  • WHAT WE DO
    • AREAS OF EXPERTISE
  • OUR RESOURCES
    • STRATEGIC ALLIANCES
    • THIRD PARTY PROFESSIONALS
  • CLIENT EDUCATION
    • NEWSLETTERS
    • VIDEO LEARNING LIBRARY
  • LOCATION & CONTACT

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