In this comprehensive guide of the infinite banking concept, we share our experience and insights into how to apply for and design an effective Infinite Banking policy, weighing its pros and cons, and exploring real-world applications in areas like real estate investments and debt relief. We also share our 70 plus years of combined experience […] Read more
What are Fixed Index Annuities and How Do They Work? Fixed indexed annuities, aka equity indexed annuities are a type of fixed annuity, but they have a bit more to offer. For instance, these flexible financial vehicles provide the opportunity for upside market-linked growth, while at the same time keeping principal protected from market downturns […] Read more
A key component of financial and retirement planning is safety – and part of keeping your assets protected is ensuring that your loved ones won’t have to struggle financially when you are gone. One of the best strategies for doing so includes purchasing life insurance. The proceeds from these policies can be used for a […] Read more
The Creature from Jekyll Island was first published in 1994. This year will mark its 30th anniversary. We thought it fitting to provide a brief look at this most influential book, especially considering the current financial instability we are seeing in our own country and around the globe. Our goal in presenting this brief summary, […] Read more
The following book review is based upon ideas from the book by Garret Gunderson, What Would Billionaires Do? In today’s fast-paced financial world, understanding the wealth management secrets of billionaires is not just intriguing but essential for savvy financial planning. What Would Billionaires Do? provides an in-depth exploration of strategies used by the wealthiest individuals […] Read more
“For I know the plans I have for you” declares the LORD, “plans to prosper you and not to harm you, plans to give you hope and a future.” Jeremiah 29:11 Over the past decade, there has certainly been a trend for many financial advisors and most life insurance agents to become cheerleaders for the […] Read more
With the constant volatility of the stock market, many investors and retirees are looking for alternative sources for growing and protecting their wealth, as well as for funding large purchases and other investments. One alternative is cash flow banking – a strategy that uses properly structured whole life insurance policy as an alternative to traditional […] Read more
By converting payments into investments within a high cash value life insurance policy, individuals can erase bad debt and create an environment of true compound interest growth. Using life insurance to pay off debt while you are still alive challenges conventional financial wisdom. It opens up a pathway to financial freedom, making every dollar work […] Read more
If you follow sports, play sports professionally, or just for fun, you are likely familiar with the exorbitant salaries and bonuses that many top athletes receive…in some cases generating 7- or 8-figures per year. But, while such significant paychecks can provide mansions and fleets of high-dollar sports cars for these icons, it’s a different story […] Read more
One of the best-selling financial books of all time, Robert Kiyosaki’s Rich Dad Poor Dad is a tour de force of simple but powerful advice for improving your financial position. From suggestions for how you can approach investing from the standpoint of generating cash flow rather than incurring debt to ideas for reframing your thought […] Read more
