Insurance: Life

Income Reservoir — Money When You Need It

Securing a safe INCOME RESERVOIR in your planning is our key focus today.  We can see this in our 20s to 40s, or as seniors in our 70s to 90s ...and certainly as baby-boomers.  No financial plan is safe without a “reservoir” where you can get money for special concerns or opportunities...
Read more

CUTTING INSURANCE COSTS? …LIFE AND HEALTH INSURANCES

Immediately here you can learn to slash costs 50% to 75% and still own the life & health insurances you choose to protect your family or business.  And while that’s not “free” it will certainly FREE YOU to put more hard-earned cash into other priorities like savings, vacations, retirement, and so on. ...
Read more

Estate Insurance

I’m missing Charles who became a dear friend of mine in 1997 as we built their family’s Estate Insurance.  Recently Charles passed away.  Ann continues with us, and their remaining insurance will pay at her passing.  If I share some of their story with you, it could help with questions you have...
Read more