Understanding how life insurance is an asset that grows wealth

As a Wealth Strategist, one of the interactions I enjoy most is teaching clients how to implement a whole life policy into their everyday life. I savor these teaching sessions because typically, I receive the same excited, shocked, curious and amazed reactions when clients become enlightened to the life changingContinue Reading

the cash value of whole life insurance

Whole life insurance policies have a unique feature that make them ideal vehicles for growing and protecting wealth—cash value. But how does cash value work? How does it grow? How do you access your money and what are the tax implications? Let’s break it down. What is the Cash ValueContinue Reading

Financial responsibility

Financial responsibility comes in many forms and is important for a multitude of reasons. When we are accountable for something within our control and management, such as money, it becomes our responsibility. Having money requires us to take financial responsibility for how it is managed, how it is spent, and howContinue Reading

Cash Value life insurance saves businesses

Cash Value Life Insurance vs. Banks Business owners and managers alike understand the importance of having liquid capital to support growth. Though money for a business is necessary, often times finding it or borrowing it can be difficult and stressful. There is one strategy, used by many businesses, which provides easy capital—cashContinue Reading

life insurance, wealth limit, grow wealth, build wealth

No one consciously decides to limit their wealth, but most of us believe that the limitations on our wealth are largely determined by the hand we were dealt in life. Perhaps we will need to use our money to repay hefty college loans, or to take care of aging parentsContinue Reading

You lie awake, palms sweating, wondering to yourself why that investment seemed so promising. The ‘what if’s’ tumble through your mind like one of those falling dreams that jolt you awake; as you chastise yourself, vowing to change your investing habits. Sound familiar? To many vow to change their investingContinue Reading