I want to introduce you to our new video called “The Road Less Traveled.” This video will help you understand the unique financial asset that is whole life insurance. It will walk you through a story about how life insurance creates a lot of value for you, despite it not being a popular choice of
This article documents the concept of how life insurance can be used to allow an insured policy owner to spend and enjoy his/her wealth in a better way than if he/she did not have life insurance. Ed Grinberg, the author of this article, was a trust and estate attorney for many years until he became
Traditionally life insurance has been used to solve estate tax and business succession issues for the wealthy. This article addresses the non-traditional uses for permanent life insurance. Most people see insurance as a cost, not as a tool to help them with their success. Not a place to put money into for its value. Yet,
(they just don’t know it) By Michael Fliegelman, CLU, ChFC, AEP, CLCT, RFC Sometimes in life we think we see things clearly, but might be missing something entirely. The best analogy is the arrow in the FEDEX logo. Most people do not see the arrow but it is there and has always been there. Similarly
