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...
I think the biggest unexpected benefit to that has been the certainty that it’s given my queen. Her and I both know that no matter what happens at the end of the day, we have a vault that can never be penetrated. Even if my ventures and business completely go sideways and I lose everything. Continue Reading
Garrett and Michael have done it again! This book is going to reshape our generation's thinking about wealth and the values that create a legacy. When you read "What Would the Rockefellers Do" and apply the principles, you will sleep very well at night, knowing that you have a plan to secure your family's future Continue Reading
