Happy 2025! Have you set any New Year’s resolutions yet? If your goal for the new year is to become financially fit, then it’s time to start saving your money and stop spending it. Instead of heading out to your daily coffee run, how about you set aside that money and make it work forContinue reading “How to Accumulate Cash”
Tag Archives: Insurance
A Financial Education Story
I was going over an illustration today, specifically an IUL, and realized that this really serves multiple purposes. (Although I have an IUL policy and should already know the advantages, it goes to show you that you learn something new everyday.) So as I prepared the illustration I was working on and I explained it,Continue reading “A Financial Education Story”
Cash Value
https://player.vimeo.com/video/215867207?rel=0 Did you know that you can build cash value with a permanent insurance policy? Cash value acts almost like a savings account. It is not offered with term life insurance. One of the features that I really like about cash value in an indexed universal insurance (also known as a permanent insurance), is thatContinue reading “Cash Value”
Near retirement
youtube.com/watch Many people like you and me are nowhere near retirement, yet many of us have failed to save. On the other hand, many have saved quite a sum of cash but have not been able to grow and build their savings to a sufficient amount. The main reason it’s important to build and growContinue reading “Near retirement”