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Bad Policy – Worst Universal Life I’ve seen

Here we go again. Not sure about you, but I am tired of hearing myself talk about these horrible policies. However, there are so many of them out there they seem to find me, and each time I get all riled up and start seeing red. It is understandable that agents only...

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Insurance Policy Examples: Bad Policy #3

If you have not looked at the bad policy #2 yet I suggest you go back and read that one. This one follows #2 because it is on the same insured and from the same agent/company. The only difference here is this policy is 23 years old already and it even terminates...

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Insurance Policy Examples: Bad Policy #1

Over the years, I've accumulated illustrations and a handful of insurance policies from my clients, people who have attended the Secure Wealth Builders Conference, and others who end up in my office because they didn't see the light at the end of the tunnel. The...

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Whole Life Vs The Stock Market

Discover why your money is more secure with a whole life insurance policy vs the stock market, as well as why pensions were safe, but no longer are safe today.     

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Protect Yourself

The topic of estate planning is on everyone’s mind, and in most cases, it’s the ghost in the room. No one wants to recognize it out of fear. It doesn’t matter the situation. If you have a farm, a plan needs to be in place, and a plan requires “doing.”Estate Plans are...

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