Latest Blog

Grow Your Policy After Year 1

Grow Your Policy After Year 1

Want to grow your policy faster? While there are rules about overfunding in year one of your banking policy that you’ll want to follow, this article will be focused on what happens if you want to add additional PUA (Paid Up Additions) after year one. After year one,...

read more
4 Reasons You Should Always Repay Your Loans

4 Reasons You Should Always Repay Your Loans

If you’ve been with me for a while, you know you are not required to repay your policy loans. And if you’ve ever wondered, “If I don’t have to repay my loans, why should I?” let's set the record straight. The Caveat In the initial stages of using your policy it’s...

read more
Am I Charged Interest On My Policy Loan?

Am I Charged Interest On My Policy Loan?

  When you think about taking out a loan of any kind, your brain automatically thinks, “what’s the interest charge?” Well, let me explain how mutual whole life companies do things a little differently when you take a loan from your policy. From day 1, the...

read more
How To Make Money Without A Financial Guy

How To Make Money Without A Financial Guy

When it comes to your money, it seems like there’s always someone trying to take it. No matter what you buy, it seems like everyone has their hands in the pot to get a cut, which costs you dearly in the end. But that’s just how life goes. That’s just part of it,...

read more
To Repay My Loan Or Not?

To Repay My Loan Or Not?

“Am I required to repay the loans I take against my policy?” -Said nearly every person wanting to learn more about The Money Multiplier. I totally understand. It's a key component of the equation. After all, we are talking about money here. The short answer is “No.”...

read more
The (Bad) Spend Trend

The (Bad) Spend Trend

Einstein once said, ““Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.” And when someone with a brain that powerful and with knowledge that brilliant tells me to pay attention, guess what I’m going to...

read more
Forget Christmas Debt

Forget Christmas Debt

With Christmas looming just around the corner, you may have one thought floating around your head, “Finances are about to get tight.” That can suck the Yuletide Joy out of any holiday plans! You aren’t alone. Many people feel this way, but you don’t have to! The Money...

read more

​Watch my new 10 Part Video Series to see EXACTLY how you can start to recapture your wealth, just by paying off your normal expenses!

Upcoming Events

  1. Orlando, FL ~ April 4-5

    April 4 - April 5
  2. Santa Clara, CA ~ April 4

    April 4 @ 9:00 am - 5:00 pm
  3. Park City, UT ~ April 21

    April 21
  4. Langhorne, PA ~ April 25

    April 25 @ 8:00 am - 5:00 pm
  5. Atlanta, GA ~ April 30-May 2

    April 30 - May 2
>
Secured By miniOrange