“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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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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Questions to Ask AFTER Applying for Life Insurance
Part 2 of 2 In Part 1, “Questions to Ask BEFORE Applying for Life Insurance” we offered some guidance on: choosing life insurance companiesevaluating types of insurancepolicy time …
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Questions to Ask BEFORE Applying for Life Insurance
Part 1 of 2 Nobody wants "buyer's remorse" when it comes to something as important as life insurance. And yet, it's something I hear all the time; policy owners who wish they knew what they know …
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