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You’ve probably heard of a Certificate of Deposit or CD before. They are issued by banks and they have guaranteed interest rates. They allow you to earn a fixed interest rate on your money. Sounds a lot like these specially designed and engineered whole life policies,...

With New Years right around the corner, this is one of the best times of year to reassess your finances and set goals.  Where are you at? Where do you want to be? Have you made progress?  How can you start or continue to make progress? A great starting place It’s a...

When its time to retire, we like to introduce the concept of SLIRP or Supplemental Life Insurance Retirement Planning. Your banking policies, in addition to all the other benefits they offer, can absolutely help you fund your retirement using this SLIRP method. But...

The word on every economists’ lips right now is “recession.” They’ve been talking about it for a while and it looks like what we’re seeing is just the beginning.  Our core message Something we always tell you is, in times like these especially, observe the wealthy....

At what point will you see how the current "golden rule" system has failed you and be ready for something new? You have to ask yourself, “Who benefits from the system the way it is now?” Is it you? Are you getting richer? Or is the system designed to make the rich...

If you’ve ever looked at your policy design or even your member portal with your insurance company, you may have come across a term called “face amount.” It’s common for people to think this "face amount" is their total death benefit on their policy. With many...

After completing the application process, signing your contract, and paying your premium, this is when the fun begins with your Mapping Specialist and your policy. This is when the rubber meets the road and you officially become your own Bank. Now, it’s time to start...

Recently, our entire team was reminded of just how significant the legacy piece of our work is. Our focus is most often on the living benefit of these whole life policies, the cash value. But every so often we get somber news that brings a whole new reality to what we...

We get a ton of questions about term insurance. It’s a popular subject in the personal finance space. “Should I keep my term insurance?” “Should I buy some term?” And my answer is, “That depends.” Term insurance is a great life insurance policy. Many of our clients...