Strategies

Should You Defer Taxes or Keep Your Money and Never Pay Tax Again?

Deferral has been called “magic” 🎩 in the financial world. Deferral can help you accumulate more money, but will it actually provide you more money…

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Financial Freedom for your Retirement Income Strategy

Happy Independence Day! 🇺🇸 It’s a great time to consider how you exercise your Financial FREEDOM. Financial planning used to be simple. Today there are…

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Why You Don’t Want to Buy Term and Invest the Difference

A L Williams popularized the concept of “Buy Term and Invest the Difference” in the 1970’s. When market returns are looking good this concept seems…

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Life Insurance Policy Loans to pay Premiums – Should You DO This?

Catch this Special Interview with Alex. Alex contacted our office for some policy reviews after his agent told him “let policy loans pay your premiums.”…

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Should You Do a 1035 Exchange?

Similar to a 1031 exchange in Real Estate 🏘, a 1035 exchange lets you avoid tax and transfer your “cost basis” when exchanging life insurance…

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When trying to get ahead can put you behind

A recent caller with maxed out credit cards 💳 wants to retire in 5 years by investing in Real Estate. 🏠 Is it possible? Listen to this…

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How to Keep More of the Money You Make

Recent questions reveal a natural perspective around using participating whole life insurance to build your wealth. Discover how policy loan interest works, what “backdating” means…

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How You can Benefit from Insurance Company Profits

Everyone knows life insurance companies make good money, and they don’t share profits with all policy owners. Neither do all policy owners get equal benefits…

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How to get Guarantees for Your Financial Future

Did you know there have been 29 market corrections of 10% or more over the last 50 years? That averages out to more than one…

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How to Payoff Debt (without giving up your “coffee”)

Financial entertainers 🤑 will tell you that you need to “cut out your coffee” ☕️ to get out of debt, save for your future and…

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