Posts Tagged ‘Life Insurance’

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…

Read More

Universal Life Insurance 101

Universal Life Insurance came into play in the 1980’s to be a more flexible and transparent form of permanent life insurance than the original Whole Life product. Universal Life was created by the stock brokerage firm E.F. Hutton, not a life insurance company, and is without the guarantees Whole Life Insurance has to offer.  …

Read More

Term Insurance 101

Term Insurance is the longest standing type of life insurance. It is considered a temporary form of insurance as its not intended to be maintained for all of life. The reason a person might purchase a Term Insurance policy, for example, would be to cover a financial need such as a mortgage during their younger…

Read More

Whole Life Insurance 101

Understanding the basics of Whole Life Insurance is relatively simple. As the original permanent life insurance, Whole Life insurance is designed to be maintained until death, or 100 years, whichever comes first.  For example, if you are the person getting a Whole Life Insurance policy on yourself, it means that as long as you pay…

Read More

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…

Read More

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…

Read More

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

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…

Read More

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…

Read More

At What Cost? Series: On Interest Costs

Part 1 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 says…

Read More