by maryjoirmen | Nov 19, 2016 | Life Insurance, Uncategorized
If you have not looked at the bad policy #2 yet I suggest you go back and read that one. This one follows #2 because it is on the same insured and from the same agent/company. The only difference here is this policy is 23 years old already and it even terminates...
by maryjoirmen | Nov 19, 2016 | Life Insurance, Uncategorized
The first “bad policy” from the Fiscalbridge library was a Variable Universal policy and here we are going to look at a Universal. I call these kinds of policies “cross-breeds” because there are a few differences but at the end of the day, they are not performing...
by maryjoirmen | Nov 19, 2016 | Life Insurance, Uncategorized
Over the years, I’ve accumulated illustrations and a handful of insurance policies from my clients, people who have attended the Secure Wealth Builders Conference, and others who end up in my office because they didn’t see the light at the end of the...
by maryjoirmen | Oct 20, 2015 | 401K, Uncategorized
Borrowing from your company-paid 401k is a benefit that many are using to fund life’s necessities, so I occasionally hear, “Why do I need to put money into a life insurance policy when a 401k offers me the same benefits?” These “benefits” through a 401k are hardly...
by maryjoirmen | Apr 28, 2015 | 401K, Uncategorized
Today I visited with Wade Borth, who is licensed to sell security products and a certified Infinite Banking Practitioner, about why there is a misconception that a 401K match is a free money. Watch it here and be sure to turn up your volume as I am a bit hard to hear,...
by maryjoirmen | Apr 22, 2015 | 401K, Uncategorized
What an accurate thought by Mr. R. Nelson Nash, when he said IRA’s contracts with the government. I heard this while I was at a think tank for Infinite Banking and sat back and thought well that is a big TRUE statement! We stick money into a 401k, IRA, Pension,...