by Tom Neeser | Apr 14, 2023 | Blog, financial planning, Life Insurance, Whole Life Insurance
Infinite Banking is a lot of things, but there are several things that Infinite Banking definitely is NOT: A GET-RICH-QUICK SCHEME. Or a scheme of any type. Infinite banking is a disciplined approach to taking over the banking function in your life. A TRADITIONAL...
by Tom Neeser | Mar 3, 2023 | Blog, financial planning, Personal Finance, Retirement Alternatives
“Cross your fingers and hope for the best.” Unfortunately, this seems to be one of the most popular retirement strategies around – and as you can imagine – it is a disaster waiting to happen. If you want to have a plan that is predictable, guaranteed, and grows...
by Tom Neeser | Jan 3, 2023 | Blog, financial planning, Lifestyle planning
With the New Year comes new opportunities. We wanted to share with you something we are very excited about as we look forward to 2023. Anyone who has read our blogs knows – we teach and practice a proven strategy that gives you control of your...
by Tom Neeser | Nov 17, 2022 | Blog, financial planning, Life Insurance, Whole Life Insurance
If you have a whole life policy and have taken out a loan, you might be wondering – what makes the most sense? Do I pay off the loan first, pay my premium or pay the interest? It is very important to understand the proper sequence and why. Let’s...
by Tom Neeser | Aug 19, 2022 | Blog, financial planning, Personal Finance
When you put your money in a Conventional bank – they immediately put that money to work, for them, not you! Banks need you way more than you need them! Think about it – why do banks exist? Yes, you can deposit your money there, and it is a reasonably safe place...
by Tom Neeser | Aug 3, 2022 | Blog, financial planning, Lifestyle planning
What is and how does it work? A 1035 exchange refers to the IRS tax code that allows for a tax-free transfer of an insurance product like life insurance or an annuity contract for another without a tax consequence. The advantage to you is this – you don’t...
