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Join our Financial Team

We are looking for ambitious and creative Financial Marketing Associates who will educate and guide individuals and business owners through the world of health and life insurance, retirement planning and other financial products and services.

Smart Saving Strategies for a Strong Financial Future

The path to financial security involves a combination of discipline, awareness, and strategic planning. By adopting these simple practices, you’re not just saving money; you’re investing in a future that offers peace of mind, stability, and the freedom to enjoy life’s pleasures without the burden of financial uncertainty.

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When a Good Person Passes

Last week my wife, Shelia, and I came to the realization that the degree of pain you feel when someone dies is directly proportional to how good that person was. Last week, we learned that Mike, a really good person, had suffered a heart attack and died. And we really feel the pain of his death.

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The Biggest Financial Secret I’ve Learned

Thanks to my Dad, I’ve long prided myself on being tuned into all things financial. He was a great stock picker and real estate investor and I’d like to think a tiny bit of that rubbed off. But when it came to life insurance, I did what most people do: buy a term policy and forget it. The only problem with term is that 99 percent of all term policies lapse without paying a claim. This is good because you’re still alive, but the cost of replacing a term policy expiring when you’re a senior is breathtakingly prohibitive. Knowing what I know now, I would have opted for a whole life Indexed Universal Life (IUL) insurance plan. Here’s why.