Financial Impact

Today’s Generational Wealth Solution

If you were to invest in an older member of your family and he/she allowed you to do so to create the ultimate family legacy, what investment would be used? Life insurance. Life insurance is the perfect solution for family generational wealth creation. It is a contract the family CONTROLS. The cash value and the…

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A Car Loan Nightmare

This couple could have saved nearly $34,000 in interest alone when making a $24,000 car purchase, by starting an IBC policy 4 years earlier.   Recently, I met a young couple with three little kids, two huge dogs, and a massive monthly mortgage payment. They both worked and were struggling to make ends meet. In…

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So, You Want More Control Of Your Money?

Thanks for reading So, You Want More Control Of Your Money? We are very excited to help you begin building your financial foundation so you can achieve financial freedom, die without debt, and leave a legacy. As always, our educational resources are designed to give you the tools needed to achieve a strong and stable financial…

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3 Reasons To Implement Infinite Banking Today

Thanks for reading 3 Reasons to Implement Infinite Banking Today! Those of you who know me, know I’ve been in the insurance industry for many of the past 9 years. I have fought long and hard to bring awareness and understanding to the Infinite Banking strategy and help my clients unlock their financial potential by…

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Building The Financial Foundation: Part III

  There are many reasons to get excited about purchasing your first Specially Designed, Dividend Paying, Whole Life Insurance Policy for Infinite Banking purposes. In the blog Getting Started With Infinite Banking, I covered the basic benefits of the death benefit, cash values and policy loans, and taxes. As a millennial myself working mostly with…

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Building The Financial Foundation: Part II

  There are many reasons to get excited about purchasing your first Specially Designed, Dividend Paying, Whole Life Insurance Policy for Infinite Banking purposes. In the blog Getting Started With Infinite Banking, I covered the basic benefits of the death benefit, cash values and policy loans, and taxes. As a millennial myself working mostly with…

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Building The Financial Foundation: Part I

  There are many reasons to get excited about purchasing your first Specially Designed, Dividend Paying, Whole Life Insurance Policy for Infinite Banking purposes. In the blog Getting Started With Infinite Banking, I covered the basic benefits of the death benefit, cash values and policy loans, and taxes. As a millennial myself working mostly with…

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On Becoming True Financial Stewards

  Do you want to have a greater impact in your world but don’t know where to start?   I’m willing to bet you’ve heard it all before: That you should find your passion, follow your dreams, and discover your purpose. We live in a world where we are told we need to discover these…

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The Cost We Never See

  Financial stewardship looks past us and into the future. It provides not just for the current generation, but also for the second (and the third!).   Like all noble and worthwhile causes, it requires a certain amount of selflessness.   If we are to be financial stewards pushing towards a better financial future for…

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The Way Things Are

  The world was flat until it was discovered to be round.   Homes were lit by fire and candle light until the light bulb was invented.   And financial institutions are infallible until they’re not.   But what can we do?   There are very few circumstances in which we have no choice in…

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READ MORE FINANCIAL TIPS YOU CAN IMPLEMENT TODAY

Creating a Financial Roadmap for 2021

With the new year only two months away, I think it’s safe to say we’re over the physical, emotional, and financial rollercoaster of this past year and it’s never too early to start looking ahead to what’s next. Right now is the perfect time to re-evaluate your financial situation. After all, there’s nothing like a…

The Tailwind Effect

Thanks for reading The Tailwind Effect! This is the number one most profitable habit you could ever learn and do in your lifetime and is one of the oldest tricks in the book. If you are working as a professional or are a fellow entrepreneur making a good living, chances are you’ve done your research…

Getting Started With Infinite Banking

  Thanks for reading Getting Started With Infinite Banking! We are very excited to help you begin building your financial foundation so you can achieve financial freedom, die without debt, and leave a legacy. As always, our educational resources are designed to give you the tools needed to achieve a strong and stable financial foundation.…

Creating a Financial Roadmap for 2021

With the new year only two months away, I think it’s safe to say we’re over the physical, emotional, and financial rollercoaster of this past year and it’s never too early to start looking ahead to what’s next. Right now is the perfect time to re-evaluate your financial situation. After all, there’s nothing like a…

The Tailwind Effect

Thanks for reading The Tailwind Effect! This is the number one most profitable habit you could ever learn and do in your lifetime and is one of the oldest tricks in the book. If you are working as a professional or are a fellow entrepreneur making a good living, chances are you’ve done your research…

Getting Started With Infinite Banking

  Thanks for reading Getting Started With Infinite Banking! We are very excited to help you begin building your financial foundation so you can achieve financial freedom, die without debt, and leave a legacy. As always, our educational resources are designed to give you the tools needed to achieve a strong and stable financial foundation.…

READ MORE ABOUT HOW TO HAVE GREATER FINANCIAL IMPACT

Today’s Generational Wealth Solution

If you were to invest in an older member of your family and he/she allowed you to do so to create the ultimate family legacy, what investment would be used? Life insurance. Life insurance is the perfect solution for family generational wealth creation. It is a contract the family CONTROLS. The cash value and the…

A Car Loan Nightmare

This couple could have saved nearly $34,000 in interest alone when making a $24,000 car purchase, by starting an IBC policy 4 years earlier.   Recently, I met a young couple with three little kids, two huge dogs, and a massive monthly mortgage payment. They both worked and were struggling to make ends meet. In…

So, You Want More Control Of Your Money?

Thanks for reading So, You Want More Control Of Your Money? We are very excited to help you begin building your financial foundation so you can achieve financial freedom, die without debt, and leave a legacy. As always, our educational resources are designed to give you the tools needed to achieve a strong and stable financial…

Today’s Generational Wealth Solution

If you were to invest in an older member of your family and he/she allowed you to do so to create the ultimate family legacy, what investment would be used? Life insurance. Life insurance is the perfect solution for family generational wealth creation. It is a contract the family CONTROLS. The cash value and the…

A Car Loan Nightmare

This couple could have saved nearly $34,000 in interest alone when making a $24,000 car purchase, by starting an IBC policy 4 years earlier.   Recently, I met a young couple with three little kids, two huge dogs, and a massive monthly mortgage payment. They both worked and were struggling to make ends meet. In…

So, You Want More Control Of Your Money?

Thanks for reading So, You Want More Control Of Your Money? We are very excited to help you begin building your financial foundation so you can achieve financial freedom, die without debt, and leave a legacy. As always, our educational resources are designed to give you the tools needed to achieve a strong and stable financial…

READ MORE FROM A FINANCIAL ADVISOR'S PERSPECTIVE

These Are Interesting Times Indeed

NOTE: You have two choices. I have written this article to address some of the more frantic questions I have received in the last 6 weeks on matters of finance, the economy and the market and what to consider next. Choice 1 – Reading and understanding the entire article will take you about 30-45 minutes.…

Why Government Fights the Entrepreneur

Politics is boiled down to a bunch of people who want to make decisions about your life. Politicians leaning on the right typically want to determine what your personal life looks like. Politicians on the left typically want to determine what your financial life looks like. Governments who are left such as any NDP party…

At What Cost? Series: On Opportunity Costs

  Part 2 of a 2 Part Series Building wealth isn’t a set it and forget it kind of deal – it’s a decision that’s made every single day and it all starts with a good education. There are of course, many financial strategies that are out there for building wealth. However, as Roberta Kiyosaki…

These Are Interesting Times Indeed

NOTE: You have two choices. I have written this article to address some of the more frantic questions I have received in the last 6 weeks on matters of finance, the economy and the market and what to consider next. Choice 1 – Reading and understanding the entire article will take you about 30-45 minutes.…

Why Government Fights the Entrepreneur

Politics is boiled down to a bunch of people who want to make decisions about your life. Politicians leaning on the right typically want to determine what your personal life looks like. Politicians on the left typically want to determine what your financial life looks like. Governments who are left such as any NDP party…

At What Cost? Series: On Opportunity Costs

  Part 2 of a 2 Part Series Building wealth isn’t a set it and forget it kind of deal – it’s a decision that’s made every single day and it all starts with a good education. There are of course, many financial strategies that are out there for building wealth. However, as Roberta Kiyosaki…