Do You Think You’re an “A” List, Whale, Big Fish, Top-Tier Client to Your Advisor with the Amount of Funds You Have with Them Now? Over the years I have found many disturbing articles, printouts, instruction letters, YouTube videos advising brokers, variable agents, and money managers to prioritize calls to their clients based on [...]
Currently, there are well over 1,200,000 life insurance agents in the United States. How can you ever decide which one is best for you? Plus there’s all this “fiduciary” stuff being thrown around to confuse you even more. Let me make something clear. If you are currently a life-licensed agent and you sell anything other [...]
Have you ever considered that sharks might be after your retirement money? Do you ever get the feeling like you’re bleeding in the water and there are a bunch of sharks surrounding you? Many brokers are aggressive people. They will do almost anything to get your money, and some even pretend that they care [...]
This is probably the most important part of retirement. It is not necessarily the amount of money you have it is the amount of income you can get off of it for the rest of your life. I was meeting with a client the other day and we were talking about the amount of retirement [...]
