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Concerned About Having a Sustainable Retirement Income? Watch this!

2018-10-20T23:31:00+00:00By |

Today I want to introduce our 3-part video series called, Retirement Risks. These videos go into depth on some of the planning that we think is critically important for generating a sustainable retirement income that you can enjoy for the rest of your life. I hope you find these videos useful.   Retirement Risks Part

Why Do Wealthy People Need Life Insurance?

2018-10-22T19:49:05+00:00By |

Over $200,000,000 of life insurance was sold recently to a billionaire in Silicon Valley. This is a record-setting life insurance policy. Prior to this, David Geffen was the person who bought the most amount of life insurance in 1990. It was a $100,000,000 policy. Click here to read a good article that talks about this

The Term Life Insurance Convertible

2018-10-22T19:53:27+00:00By |

Today we're going to talk about some provisions of the term life insurance policy that many people have. Convertibility Convertibility and the conversion privilege allow an individual who has term life insurance to change or convert that policy without evidence of insurability. That means that if your health changes, you can still make the change

Premium Financing

2018-10-23T19:53:45+00:00By |

Our website explains why you should have whole life insurance. As a high-net-worth individual, you can be very good at developing a high return on your portfolio of investments, properties and business interests. You probably have a definite need for life insurance, but you don’t have the liquidity, or are reluctant to dip into your

Why Whole Life?

2018-10-22T19:59:22+00:00By |

Today I wanted to talk about our website, Why Whole Life. The reason for the website and our belief in the product, whole life insurance, is really based upon the experience I’ve had over approximately 30 years in the life insurance world. Whole life insurance products are rooted in guarantees, which have worked for consumers

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