Annual Refresher Video

  If you haven’t met with us for a while, this is a great chance to catch up on the core financial values of your Vaults. Even if you are not planning to meet personally with michael, we invite you to complete the annual review document and place it with your policies...

When do I pay back my policy loan

When do I pay back my policy loan that I took against my cash value? You can get that loan amortization schedule by going to calculator.net and put in the amount that you’re borrowing, the interest rate, and the time period that you want to pay it back and...

Reading Life Insurance Statements

Life Insurance statements. What should you know? What would you want to know? You get them on an annual basis. Open them. Read through them. These whole life insurance policies are not a registered security. You’re not going to get monthly or quarterly...
Why we do what we do. (Part #1)

Why we do what we do. (Part #1)

Read Transcript After all these years. It’s tough for me to go here. It was October, 2010 on a Tuesday morning when I woke up to someone knocking on our front door. I went to the door and opened it up as my father-in-law, LeGrand, and I said, ” Hey...