Avoid losses and keep more of your money

What has a greater impact on your ability to build wealth: higher rates of return or reducing costs?

Begin with the end in mind

Begin with the end in mind – increase retirement distribution by 70%

Certainty from whole life insurance

Certainty from whole life insurance-a message to our clients

Whole Life Insurance Myths-whole life insurance has a terrible savings rate

#wholelifemyths-whole life insurance has a terrible savings rate…compared to what??

Whole Life Insurance Myths-Buy Term/Invest The Difference

#wholelifemyths-buy term and invest the difference is a misleading, but popular phrase in today’s financial services industry.

What makes these policies so special

A friend of mine asked me to review some old, whole life insurance policies he had established a while back.
They are dividend paying policies, payable until age 100, with a reputable, fraternal insurance company.

Alternative Down Payment Financing

Let’s take a look at two different strategies for financing the down payment of a typical buy and hold real estate investment.

I have a new whole life policy, now what?

A common question we get, whether it be from a client starting his or her first policy or from someone interested in learning more about dividend paying, high cash-value whole life insurance, is, “What do I do with a policy once I have it?”