“Financial Planning” I have two issues with today’s typical “financial planning” advice: First, is that it often de-prioritizes, or outright ignores, the full funding of a Buffer, Contingency, …
12 Things I’ve Learned From Real Clients
While more and more average Americans are finding their way to financial strategies using life insurance, these strategies are far from mainstream. One of the biggest reasons is that we are simply …
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Webinar: Investing in Commercial Real Estate Through Life Insurance
See the video below of the joint webinar with Excelsior Capital about Investing in Commercial Real Estate Through Life Insurance: …
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The 4% Rule Just Became the 2% Rule
In a recent article interviewing Wade Pfau, professor of retirement income and co-director of The New York Life Center for Retirement Income at The American College of Financial Services, talks about …
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How Much Life Insurance Should You Have?
In my normal day-to-day business, most of my professional (ok, personal too because I'm obsessed with, and love, what I do) conversations revolve around how to use life insurance to coordinate all of …
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I Love it When a Plan Comes Together
"I love it when a plan comes together" What if your financial plan was the A-Team? Who would be on it? Most people's financial plans only have half of the A-Team; "Howlin' Mad" Murdock and …
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