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...
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...
Paying back a policy loan is done at your discretion and time-line. Whether you pay it back in full, want to make sporadic payments when you have extra money, or want to set up an amortization schedule – it is what works best for you and your cash flow. When...
Depending on which company your policy is with and the amount of loan you want to take, we may be able to request the loan on your behalf, bypassing any paperwork to complete. The easiest way to request a loan would be to contact our office so we can either request...
Depending on which company your policy is with and the amount of loan you want to take, we may be able to request the loan on your behalf, bypassing any paperwork to complete. The easiest way to request a loan would be to contact our office so we can either request...
Depending on which company your policy is with and the amount of loan you want to take, we may be able to request the loan on your behalf, bypassing any paperwork to complete. The easiest way to request a loan would be to contact our office so we can either request...
Michael's integrity is beyond compare. I've never met anyone else in finance like him. He truly cares about your future and is not out to make a quick buck. Thank you for all the value you have provided my family and for the economic certainty in my life.
We were very pleased with our experience with Michael. At this stage of our lives we were unsure where to properly invest our money in a safe place and we found him to be very knowledgeable and felt comfortable at the very start of our conversation. He did not force us in making our decision.
