Retirement Is A Marathon
Investing for Retirement is a Long-Term Pursuit of Financial Security
Categories
Decide Carefully Who Will Own & Benefit from Your Policy
Owners & Beneficiaries Are Important Assignments
Lifetime Economic Exposure Requires a Permanent Solution
Permanent Life Insurance for Liabilities that Won't Go Away
The Right Coverage Can Secure Your Family’s Financial Dreams
Life Insurance Can Cover Your Mortgage, Debts & Future Obligations
Covering Temporary Financial Liabilities with Term Life Insurance
Term Life Insurance: Pennies on the Dollar Protection
Insuring the People Who Count
A Complete Financial Plan Protects the Future
Comprehensive & Independent Retirement Planning
Everything is Correlated in Retirement Planning, Especially Taxes
The Longevity Impact on Retirement
Longevity Risk Multiples Every Other Risk in Retirement
Income and Expense Planning
How Do You Pay Guaranteed Bills with Market Uncertainty
Determining Financial Product Costs
There are Required Cost Disclosures and Other Costs Hidden
Developing Your Own Financial Profile
Risk Tolerance Test Could Reveal Your Attitudes Towards Money
Protection Against Market and Tax Losses
Tax Free Income and Market Hedge Provisions Make IUL An Asset Unto Itself
All Financial Products Have Expenses
Why is Full Disclosure on the Cost of Financial Products So Hard to Obtain
The Tax Bracket Racket
The Marginal Progressive Tax System is A Weight on the Wallet of the Middle Class
Tax Correlation of Investment Products
The Tax Code is a Correlated System Designed to Capture Revenue from Seniors
Tax Free Income
Collateralized Loans from Cash Value Life Insurance Policies May Be Tax Free
Asking for Referrals
Asking for Leads from One Recruit Can Create a Cascade of Referrals
Closing a Recruit
The Offer to Seal the Relationship & the Coming Expectations
Your Presentation to a Recruit
Define Your Value Proposition in Terms of a Career Creator
Qualifying a Recruit
The Art of the Interview with Its Q&A Filters