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
When the opportunity came up to buy a second dental practice I was able to use the cash value of my life ins. to meet the lender's requirement of having 10% of the total loan amount requested in liquid funds. If my money was tied up in 401k's they would not have given me a Continue Reading