by Tom Neeser | Dec 19, 2024 | Blog, Life Insurance, Lifestyle planning
Life insurance is more than just a policy; it’s peace of mind. Despite its critical role in financial planning, there is a vital gap in understanding and awareness of how flexible life insurance can be and the many needs it can fulfill. Consider these staggering...
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,...
