by Michael Isom | Jun 1, 2025 | Life Insurance
The news cycle moves fast. One day, inflation is easing. The next, interest rates spike again. Markets respond like a roller coaster, up, down, sideways. Banks are more cautious. Political instability is rising. And people, smart, successful, hard-working people, are...
by Michael Isom | May 4, 2025 | Life Insurance
Have you felt that tightening in your chest as you watch the markets swing wildly? That worried glance at your retirement account? The nagging doubt about whether you’re making the right financial decisions? You’re not alone. In today’s world,...
by Michael Isom | Apr 6, 2025 | Life Insurance
Have you ever heard the acronyms “BOLI COLI”? I’m guessing you haven’t, unless you’re a life insurance nerd like me. But when you understand what these mean, you’ll discover a powerful wealth strategy for your own finances. BOLI and COLI refer to bank-owned life...
by Michael Isom | Mar 1, 2025 | Life Insurance
The right financial strategy can transform lives. I’ve witnessed this firsthand for two decades as a financial strategist and coauthor of What Would the Rockefellers Do?. The Rockefeller Method life insurance strategy stands as the most powerful wealth-building tool...
by Michael Isom | Feb 1, 2025 | Life Insurance
I’ve spent the last two decades helping clients architect their wealth using proven strategies that stand the test of time. One question that frequently comes up is the choice between whole life insurance vs IUL (indexed universal life). Today, I want to share the...
