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Bad Advisors

Asset Protection Education, Financial Planning Education

One of the biggest problems in the financial services/insurance industries is the number of “bad advisors.” What is a bad advisor? Our definitions will come from the Bad Advisors book…...

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Bad Advisors

Medicaid

Asset Protection Education, Financial Planning Education

Most people just spend their money on nursing home care until they’re broke.  It doesn’t have to be that way.  With a solid Medicaid Protection Plan, our team of highly-skilled…...

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Medicaid

Retirement Life

Financial Planning Education, Tax planning Education

Retirement Life Thank you for your interest in Retirement Life (RL). RL is one of the best wealth building tools available today (that few people or advisors are familiar with). Why use RL…...

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Captive Insurance

Asset Protection Education, Financial Planning Education, Tax planning Education

How Many Other Ways Do You Have to Tax-Deduct Up to $1.2 MILLION Dollars Pre-Tax into a Tax-Favorable Entity You own? Can owning your own Closely-held Insurance Company (”CIC” —…...

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Single Premium Life

Financial Planning Education

What is a “single premium” Life (SPL) policy? It’s a policy designed to act partially like an annuity and partially like a long-term care (LTC) policy. Most life insurance policies…...

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Guaranteed Income Benefits for Life

Financial Planning Education, Tax planning Education

Thank you for your interest in the 7% return (accumulation value) FIA product that is coupled with a guaranteed lifetime income you can never outlive. The concept of using tools…...

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Home Equity Acceleration Plan

Financial Planning Education

If you had the opportunity to pay off your mortgage 5, 10, 15 years early, save in excess of $100,000 in mortgage interest payments, and you could do so WITHOUT changing your current spending habits,…...

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HEAP - Home Equity Acceleration Plan

Retirement Life vs Brokerage Accounts & 401k’s

Financial Planning Education, Tax planning Education

Thank you for your interest in Retirement Life (RL). RL is one of the best wealth building tools available today (that few people or advisors are familiar with). Why use RL to build…...

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Retirement Life vs Brokerage Accounts & 401k's

Asset Protection

Asset Protection Education

What is asset protection?  Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit.  A few examples…...

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