Are These Common Myths Keeping You From Maximizing Retirement Income?
Friday, May 13
A big part of my business is helping sophisticated real estate investors learn how they can accelerate their wealth building by leveraging high cash value life insurance policies to invest in real estate. One of the first things I have to do when I'm talking to someone, is deal with these Five co...
How to Properly Calculate an Annualized Return
Friday, April 22
The S&P 500 index has increased from 1,549.38 at the height of the market in October, 2007 to 2,091.48 at the present. What is the annualized rate of return since then? Its been over eight years, that's long enough that we should earn around what Wall Street considers the "average" return, ri...
Is Indexed UL or Whole Life better for infinite banking?
Thursday, January 14
As I showed in a previous blog post, real estate investors can make more money by leveraging the cash value of permanent life insurance to make their investments. I am very careful to state "Permanent" versus specific types of life insurance like "Whole Life" or "Universal Life". All life insuran...
Are you using a “Magic Checking Account”?
Tuesday, December 22
I had an epiphany very early in my “life insurance” career. As a sales manager was explaining policy loans to a potential client I brought to the office, my ears piqued on his use of the words: “take policy loans against the cash value”.Against? This was intriguing! My real estate investors mind ...
You’re probably making this one big financial mistake
Thursday, December 17
If somebody owed you $1,000, would you rather receive it today or 10 years from today? It’s not a trick question. The answer is a no-brainer. Of course you would want to get the money today. With inflation who knows what the purchasing power of $1,000 will be 10 years from now.Let’s turn it aroun...