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 up whole life product with minimal tax consequence. Now I believe we are on the right track!
Cash flow banking, although simple in concept and relatively speaking in and of itself not a new idea, is a game changer! Some of the greatest minds of all time have said "simple is hard but simple is brilliant." This simple concept is brilliant and so much more. The key to cash flow banking is Continue Reading
"We have really appreciated the time that Michael and Lacy have spent to help explain to assist us in setting up policies that are in our best interest. There was no pressure to jump into anything too quickly and the reasoning provided was very sound and understandable. We truly felt that there was effort beyond Continue Reading