November 1, 2019
Durfee Innovation Society

Durfee Innovation Society – Making Dreams Come True

Durfee Innovation Society – Making Dreams Come True This week I had the honor and privilege of touring the Durfee Innovation Society in Detroit. Built in […]
October 16, 2019
How to find missing money that belongs to your family

How to Find Your Family’s Missing Money (Mother, Father, Grandparents, etc.)

How to Find Your Family’s Missing Money (Mother, Father, Grandparents, etc.) Missing Money – Websites to Search Unclaimed.Org – Interactive map that allows you to select […]
October 6, 2019
5 long term care solutions for 2019 and beyond

The New Reality of Long Term Care Insurance

LONG TERM CARE – Lots Of People Want It, Lots Of People Need It – WHERE IS IT? TABLE OF CONTENTS The New Reality of Long […]
October 5, 2019
You Have Been Lied To - The Problem with Averages & YOUR MONEY

The Problem with Averages & YOUR MONEY

The Problem with Averages & YOUR MONEY Winning Your Business – AT ALL COST Money and finance is a HYPER-COMPETITIVE game. Every financial professional, life insurance […]
October 1, 2019

What Is Asset Protection And Why It’s Important For You

What Is Asset Protection And Why It’s Important For You Most asset protection “experts” will try to convince you that asset protection is all about helping […]
September 30, 2019
Be Your Own Bank, Cash Value Life

Infinite Banking – The Original CVL (Cash Value Life)

Cash Value Life (CVL) – What Is It? What if you could be your own bank? What if you had a source of funds that paid […]
September 27, 2019
Dirty little secret your advisor or agent will not tell you

What Your Advisor Will Not Tell You – One Little Tweak To Your Life Policy To Maximize Cash Value Gains

What Your Advisor Will Not Tell You – One Little Tweak To Your Life Policy To Maximize Cash Value Gains If you can answer YES to […]
August 21, 2019
The Great Debate - Life Insurance Retirement Plans, or NOT

The Life Retirement Debate – Whole Life, Indexed Universal Life or Don’t Bother

Life retirement is a term a made-up term (yes, I made it up) to describe retirement income planning utilizing life insurance policies that exploit and stretch insurance policies to the boundaries of IRS Sections 7702 and 7702A. The tax codes provide very favorable tax treatment, more specifically TAX-FREE gains on cash value accumulation in an insurance policy.
August 19, 2019
What is a Super Roth IRA?

What is a Super Roth?

Have you ever heard the term "Super Roth" [1] and wondered what is it? Perhaps you have not heard the term and you are curious about a Super Roth.