by Tom Neeser | Oct 11, 2023 | Blog, Life Insurance, News
Every week, someone asks us if we can help them with their Medicare. It became apparent that our clients needed a resource to answer their questions about Medicare and someone who could explain how it works in an easy-to-understand manner. So…we are very...
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 | 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 | Jun 8, 2021 | Life Insurance, Lifestyle planning, Personal Finance
Convertible Term Insurance should have a prominent place in your financial plan. So often, the question is: Whole Life or Term Insurance, which is better? The answer is, they both are suitable for different reasons and needs. In this case, you can...
by Tom Neeser | Mar 29, 2021 | Life Insurance, Lifestyle planning, Personal Finance
“The problem in America isn’t so much what people don’t know; the problem is what people think they know that just ain’t so.” Will Rogers Infinite Banking is the concept that was discovered by Nelson Nash and taught in his book,...
by Tom Neeser | Jan 26, 2021 | financial planning, Investing, Life Insurance, Personal Finance
Do you have access to cash on-demand, or are you locking up your assets? The answer may be influencing your prosperity more than you realize. Most investors focus on the Return on Investment. However, locking up money in investments where it is no longer liquid can...
