Where Do You Prefer to have Your Wealth Reside?

Look­ing at the facts, where would you pre­fer to have your wealth reside? Real Estate? Take a look around and see what hap­pens when one needs liq­uid­ity. Real Estate is very much a frozen asset. The Stock Mar­ket? Until you have read the books listed on page 91 in BYOB you are not really qual­i­fied […]

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November 9, 2014 · Jennifer · No Comments
Tags: , , , , ,  · Posted in: BANKING with INSURANCE, Life Insurance with Living Benefits, Where Should Wealth Reside?

Protected: L27) The Importance of Ownership & Beneficiary Designations in Life Insurance Policies.

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May 29, 2012 · Jennifer · Enter your password to view comments.
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Protected: L22) Direct vs Non-Direct Recognition Insurance Company Calculations

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March 27, 2012 · Jennifer · Enter your password to view comments.
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Financial Points to Ponder, by R. Nelson Nash.

1. There are only two sources of income — people at work and money at work. 2. If you knew, at passive income time, that you would be getting back every thing that you paid into a system…tax free…would you object to putting more money in it? 3. When you get paid for your work, […]

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February 13, 2012 · Jennifer · No Comments
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Protected: L14) Paying Premiums from Policy Values. Yes or No?

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January 7, 2012 · Jennifer · Enter your password to view comments.
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Asset Safety & Benefits Comparison – How Much of Your Money is in JAIL?

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June 4, 2011 · Jennifer · No Comments
Tags: , , , , , , , , , , , , , , , , , , , , ,  · Posted in: Asset Safety & Benefits, Assets & Investments Benefits Comparison, Life Insurance with Living Benefits, Wall Street Alternative

Banks Fund Bonuses with Life Insurance, WSJ.com

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August 25, 2010 · Jennifer · One Comment
Tags: , , ,  · Posted in: Banks Fund Bonuses w/ PLI, Benefits of Permanent Insurance, FINANCIAL EDUCATION 101, Life Insurance with Living Benefits

Banking Strategies Webinar Handout

Click on the link below to view my Banking Strategies webinar presentation handout. You may print it and take notes as I present to you via a live gotomeeting webinar or you can read through it now and call me to ask any questions you may have. I hope this information opens your mind to […]

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March 15, 2010 · Jennifer · 2 Comments
Tags: , , , , , , , , , ,  · Posted in: Banking Strategies Revealed

Estate Tax Laws Have Changed for 2010 & 2011

Minimize Taxes For Your Beneficiaries. Many people feel they do not need a will because their taxable estate does not exceed the amount allowed to pass free of federal estate tax. These assumptions, however, should be reviewed given the current state of change in the federal estate tax laws. The federal estate tax laws in […]

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February 15, 2010 · Jennifer · 5 Comments
Tags: , , , , , , ,  · Posted in: Estate Taxes, TAXES

Whole Life Insurance, an asset class for general public for your Portfolio.

Watch the  CNBC interview video below about how Whole Life Insurance is a safe asset that should be considered for your portfolio. You can be sure of a beyond decent return. It is now an asset class for the general public. It has always been for banks, corporations and college endowments.  

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December 16, 2009 · Jennifer · 8 Comments
Tags: , , , , , , , , , , , , , , , , ,  · Posted in: BANKING with INSURANCE, CNBC - Life Ins. New Asset Class, FINANCIAL EDUCATION 101, NELSON NASH, Nel­son Nash’s Thoughts On Uni­ver­sal Life And Vari­able Life, Universal & Variable Life Not For BANKING, VIDEOS