Not much in life is truly “guaranteed.” We can’t guarantee the weather, what other people will or won’t do, the direction of the markets, or even if we’ll be around to see tomorrow. And even most “guarantees” have exceptions. Your purchase is guaranteed – but only for 30 days, or unless you drop the item, … Read more
Whether you have life insurance or an estate that may one day be a financial legacy, here are five things that your children are hoping you DON’T leave them.
Share on Facebook Facebook 𝕏 Share on X X Share on Linkedin Linkedin Share on Email Email Direct Recognition and Non-Direct Recognition Insurance Companies Direct recognition and non-direct recognition refer to the method that the insurance companies use to treat dividends when there is an outstanding policy loan. When you take a policy loan, you … Read more
Financial education, or how money works, is not taught in our schools and the knowledge that we have is transmitted from our grandparents and parents.
2016 was a year in which American’s attention was literally high jacked by political news, scandals and anger outbursts. Division in our society along political party lines was at an all-time high.
Share on Facebook Facebook 𝕏 Share on X X Share on Linkedin Linkedin Share on Email Email Whole Life Policy Loans: How They Work One of the least known and best features of a whole life policy is its “living benefits”. These living benefits give you the ability to borrow against its cash value. As … Read more
I have decided to start a blog to help people understand the process of The Infinite Banking Concept (Infinite Banking).
You can become financially independent if you have sufficient personal wealth to live indefinitely without having to work actively for basic necessities.
A couple of years ago, a long-time client called and said he wanted to talk to us about his retirement. The problem was that he was sixty-four years old and had nothing saved for his retirement. Since we had known him for many years, we knew that during the prior ten years he had ridden … Read more
Anyone who has any type of banking policy has probably come across the term Modified Endowment Contract, or MEC. You may have noticed a portion of your whole life policy illustration or contract stipulating whether or not it is a MEC. You may have even seen numbers indicating the additional amount of Paid-Up Additions that … Read more
