Solving your business cash flow needs

Solving your business cash flow needs

One of the biggest issues that small businesses face is cash flow. Waiting 30, 60 or sometimes even 90 days before your customers pay an invoice can cause issues with the amount of cash you have coming in, ultimately impacting the way you run your business.  One of...
Can I have multiple policies?

Can I have multiple policies?

Some people think that when you have a life insurance policy that you’ll have to set it up for the exact amount that you want. They believe one policy is all you’ll ever be able to have. But this is not true at all. In fact, most of our members have more than one...
Base vs. PUA: What do I need to know?

Base vs. PUA: What do I need to know?

During your over-the-phone strategy session with your Money Mentor, you will decide the total premium you want to put into your banking policy. That total premium is made up of two parts, Base Premium and Paid Up Additions, or PUA.  Let me explain the importance of...
My available cash value seems too low

My available cash value seems too low

Over the years I’ve gotten several panicked calls from clients wondering why their available cash value is significantly lower than they thought it would be. I get it! Something like that can be alarming. You start asking yourself, “Did I make a mistake?” or...
Understanding your role in the IBC system

Understanding your role in the IBC system

Do you know what your role is within your banking policy? There are three roles within every single banking policy you must understand. They are: The Policyowner The Insured The Beneficiary The policyowner This individual is the one who has complete control over that...
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