Most people use debt to choose the amount of life insurance they put in place for their family. Families that do this could potentially be putting their family at serious risk. This pod cast talks about how to properly think of the death benefit as income replacement for your family!

If what you knew to be true was in fact not true when would you want to know? Well I’ve put together a series of quick topics that ‘traditional financial planning’ commonly talks about, and why they might not be the best for you! Feel free to listen to the first one below:

Make it a point to update your beneficiaries this month. Everyone sets up their beneficiaries when they start a new job or apply for life insurance. Most of the folks I talk with don’t take the time to update when life changes. For example, try explaining how the x wife is the one getting the [...]

Welcome to my first blog! To get things started off right, I have included a Pod Cast that should be of interest.  Feel free to take a listen, it won’t take you any more than a quick coffee break (est. 10 minutes).  To get started, hit the play button below! Registered Representative of and securities offered [...]