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!
I'm not relying on banks. I'm not relying to go into my [chuckles] shoe box for money and down a line I can see this future of like, "Okay, great, I am building something that is there, that's going to support everything that I want, everything that I want to build for my family".
…very streamlined systems and easy to use. Very knowledgeable staff.