April 2012
8 posts
7 tags
Top 10 Reasons To Own A Whole Life Policy
10. Great hedge against future taxation.
9. Fund during peak earning years before retirement and be done.
8. It can never go down in value. Once dividend is paid, it cannot be taken away unlike the stock market.
7. It helps solve the asset allocation/protection problem.
6. High rate of return as a taxable equivalent yield.
5. Protects from disability during the critical working/earning...
2 tags
What I do.
I work with a team of advisors who are working with over 500 clients, challenging them and keeping them honest with their financial decisions and making sure they make the best decisions for their family. These financial decisions aren’t easy, they’re difficult and uncomfortable. So there are plenty of times that I’m the financial bad guy. I challenge my clients to make financial decisions they...
2 tags
4 tags
On the topic of Communication- "Get Specific"
“Without understanding the value of brevity and clarity it is unlikely that you’ll ever be afforded the opportunity to get to the granular level as people will tune you out long before you ever get there. Your goal is to weed out the superfluous and to make your words count.”
This is the beauty of Twitter-140 characters or less. Communicating effectively takes skill and practice. Get...
1 tag
