Wealth Building Opportunity

Wealth Building Opportunity

While most financial advice is heavily focused on maximizing return while minimizing fees (and this perhaps is one of the reasons so many people fail long term in their financial plan) I’m going to take time today to introduce a concept that is by no means new, but one of those golden little nuggets that …

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Amateurs…Why I Love to Hate Them

Amateurs…Why I Love to Hate Them

Note: This one took some time and I’m a few days past my normal schedule. It seemed necessary. So I’ve known about this guy who is apparently an emergency room physician who got burned some years ago by an NML agent who did what a lot of career agents do (promise someone the sun, the …

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Buy Term and Invest the Difference?

Buy Term and Invest the Difference

You didn’t think we’d pass on a chance to tackle this mammoth of the financial planning world did you?  A hotly debated notion for years and years pioneered by a guy who started a company to hawk term insurance under a simplistic mantra that appealed to the common folk that was later picked up by …

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The Kids…

The Kids

Since we completely ignored the fact that there was a Holiday earlier this week, we’ll take a minute to wish everyone a belated Happy Halloween (it’s even more embarrassing that the last article to drop came out on 10/31).  Unless you the one around the office who spends an hour or more before work dolling …

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Frequently Asked Questions

What is Whole Life Insurance? What is Universal Life Insurance? What is Term Life Insurance? What is Disability Insurance? What is Long Term Care Insurance? What is an Annuity? What are Life Insurance Dividends? What is Modified Whole Life Insurance? What is Current Assumption Universal Life Insurance? What is Variable Universal Life Insurance? What is …

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