Maximizing Your Real Estate Investment with Life Capitalized Solutions and Permanent Life Insurance
Our Life Capitalizedâ„¢ solutions based on the infinite banking system (IBS) is a unique financial strategy that involves using permanent...
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- Feb 15
- 3 min
Retirement Tax Benefits: Traditional vs Roth Explained
Traditional vs Roth Explained Retirement plans are essential for securing your financial future. So much information is need to make good...
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- Jan 31
- 3 min
Building Your Nest Egg: Why Pensions and 401(k)s Aren't Enough
As we approach our mid-career years, many of us begin to think about retirement and the financial resources we'll need to support...
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- Jan 17
- 3 min
How Coli Can Boost Your Company's Balance Sheet & Valuation
Maximizing Value with Corporate-Owned Life Insurance Numerous non-qualified benefit packages, such as deferred compensation plans, are...
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- Jan 16
- 3 min
Tax-Smart Savings: How Cash Value Life Insurance Can Boost Your Financial Plan
WHAT IS CASH VALUE LIFE INSURANCE? Cash value life insurance is a type of life insurance that not only provides financial protection for...
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- Jan 15
- 2 min
Putting Your Future First: The Power of Paying Yourself First
Paying yourself first is a financial strategy that involves setting aside money for savings and investments before paying any other...
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- Jan 8
- 2 min
Your Guide to Understanding Permanent Life Insurance
Life Insurance What is Permanent Life Insurance? Permanent life insurance is a type of life insurance that provides coverage for the...
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- Dec 8, 2022
- 1 min
Retirement Planning - What Are You Allowed to Contribute?
2023 IRS Retirement Plan Contribution Limits.
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- Nov 21, 2022
- 1 min
Avoid Job Hunting in your 70's
In recent years, the un-retirement rate of the US has dramatically increased (and it’s still climbing)! Over the next decade, the number...
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- Nov 16, 2022
- 1 min
Is Your Economy Ready?
Are your finances prepared for tough financial times?
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- Sep 11, 2022
- 1 min
Top 5 Life Insurance Myths
It's September, and that means it's Life Insurance Awareness Month (LIAM). We look at this and all aspects of our profession, as a...
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- Jun 17, 2022
- 1 min
7 ways to recession-proof your financial plan
7 ways to help recession-proof your finances Have an Emergency Fund - 6 months to a year of expenses (if possible). Live Within Your...
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- Apr 2, 2022
- 2 min
Social Security & Survivor Benefits
Planning for retirement is a complicated process, and understanding how Social Security works certainly can add to the complications....
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- Feb 1, 2022
- 1 min
Yikes! We See Tax Hikes!
Hello my good people. I don’t want to get too political here… ...but it’s no secret that the new Biden administration has some new taxes...
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- Aug 9, 2021
- 2 min
What is Generational Wealth?
Hello my friends, You've probably heard of Generational Wealth...but what is it? It is basically wealth that is passed down from one...
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