During any time of stress, it’s powerful, reassuring, and relieving to know where you are financially. Here’s how… We work primarily with three life insurance companies. Here are the contact webpages and phone numbers for you to use in getting your exact cash value or...
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...
Dividends for your Whole Life policies are paid out annually on your policy anniversary. These dividends are noted on your annual statement. We issue every policy having that dividend reinvested into your policy. How do they reinvest it? They use it to purchase...
How often should I review my life insurance needs or wants? We suggest at a minimum on an annual basis. The annual review document and the assessment are for you to assess what’s gone on over the last year. Maybe there’s been a job promotion, maybe...
Learning Profile
My aha moment was during a review of my previous life insurance product. The disappointment I felt after discovering that the current product was not what I believed it to be and that being on the back side of 55 if I was still insurable. Thankfully I was, and was able roll into a paid Continue Reading
The beauty of cash flow banking is that the more money you put into it, the more you will benefit. You don't have to worry about what the market is doing. Even if the market goes down, the money will never drop. And although it is mainly used by the very wealthy, you don't need Continue Reading
