November 1, 2019
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 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
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
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 Most asset protection “experts” will try to convince you that asset protection is all about helping […]
September 30, 2019
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
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
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
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.