Michael worked with me one on one spending several hours explaining how to properly use Insurance products to protect my greatest assets; myself, my family and my business. I was able shift the risk involved with owning a small business to the insurance companies. I can now focus all of my efforts on the growth and expansion of my business and my legacy.
Chris M January 18, 2018
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
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