When you’re dealing with a whole life insurance policy, whether it be a normal, whole life insurance policy or whole life policy designed for cash value accumulation, there are a few values that you may want to look at. The guaranteed values and the non-guaranteed values. And you may be wondering what’s the difference between the two.
Have you ever wondered how much life insurance, is too much life insurance? Well, here’s a secret. A life insurance company won’t insure you for more than you’re worth.
Episode Summary In this candid conversation, Tom delves into the power of resilience, transparency, and the transformative impact of financial optimization. Learn how his expertise has empowered businesses, creating a lasting legacy for entrepreneurs worldwide. Guest Info ProfitMax website, ProfitMax ERTC Survey, and Thomas’ email…
As you go through life, everything changes. The only thing certain in life is, in fact, change. So when you first get a job or you first start in business, your goal is to create 100% of your earned income to support your lifestyle. And as time goes by and you evolve towards retirement, your reliance on earned income will go down and you will transition to 100% of your lifestyle being funded by passive income. And as we’re evolving from 100% earned income to 100% passive income, there are various stages.
With inflation being a hot topic these days, a natural question may be, are my life insurance policy and my life insurance premiums inflation-proof? And how exactly are they impacted by inflation?
Episode Summary In this episode, hosts Tim and Olivia sit down with Jason and Liz Peart, owners of JPE Enterprises. Discover the inspiring journey of how they turned a delivery route into a thriving distribution business, navigating challenges and seizing opportunities along the way. From…
I recently had a conversation with a longtime client who had some life insurance set up prior to his retirement. He’s now ready to retire and he called me to discuss his options for his pension. He has a defined benefit pension plan through his employer. And he wanted to know which was the best choice for him as far as leaving survivor benefits for his spouse.
We’re often asked how to implement multiple policies using these specially designed life insurance policies designed for cash accumulation. When we talk about being in control of your cash, or being in control of your money, or being in control of your life. One of the main tools we use is the infinite banking concept.
In this episode, Tim & Olivia are joined by Park Howell, host of “The Business of Story” podcast. With over eight years of podcasting experience and a wealth of knowledge in branding, advertising, and marketing, Park brings a unique perspective on the power of storytelling in today’s noisy world.
Sometimes money concepts could feel complex, especially compound interest versus simple interest, and how they impact your life insurance policies. Interest is a very complex topic, the further you dig into it, the more complex it gets.
