The Term Rut
Timing is everything when converting clients from term to permanent insurance. By Michael Berton You’ve just finished gathering and analyzing the financial and lifestyle information for a new client, Sarah, and made the initial determination she should acquire a life insurance policy worth $500,000. But what type? You get some quotes from the life insurance […]
Do You Need A Financial Planner?
Ask yourself the following: Is your cash flow estimated on an annual basis, monthly basis, or not at all? Are you using your income-earning power to create income-earning assets? In the event of an emergency, would you be forced to sell assets at a loss? Have tax-minimizing strategies been included in your will? Are you […]