January 2, 2021 - Blog / Financial Strategy, Insurance, Investment, investments, legacy, life insurance, mindset, Principles, whole life insurance
Investors have short-term memories, which is why so many cling to the stock market, even when it’s on a downward trend, or overdue for a correction. If you have lost confidence in the market, or are simply looking for WHERE you can invest OUTSIDE of the stock market-safely and profitably-you’re not alone. So why do even nervous investors still cling to mutual funds and…
January 2, 2021 - Blog / Financial Strategy, Insurance, Investment, investments, legacy, life insurance, mindset, Principles, whole life insurance
While inheritances are largely thought of in terms of financial legacies, there are many things that we “leave” for our children, including things they may not want! Our financial, emotional, physical, intellectual and spiritual legacy is hopefully a positive one, not one that burdens them. Whether or not you have life insurance, assets, or a…
November 17, 2020 - Blog / actuarial science, annuities, Financial Strategy, Insurance, life insurance, Opportunity Costs, pension plan, permanent insurance, Principles, Retirees, retirement, Retirement Savings, Savings, Taxes, whole life insurance
If you’ve been paying attention, you’ll know that bonds aren’t what they used to be. Values are declining, risk is up, investors are selling, bond funds are underperforming, and municipal bonds are no longer the safe haven they once were. “With the demise of the bond insurance industry in the financial crisis, credit quality in…
November 17, 2020 - Blog / Families, Family, Financial Strategy, Insurance, life insurance, Savings
As we approach Valentine’s Day, millions of Americans will celebrate with special dinners, cards, flowers, chocolates, and “I love you’s.” Unfortunately, millions more won’t be celebrating their relationship, because they were torn apart by conflicts over money. “Money fights predict divorce rates,” says the New York Times. 80 percent of couples fight about money, says…
November 17, 2020 - Blog / Financial Strategy, Insurance, investments, life insurance, Principles
Everything in life… has to have balance.” -Donna Karan Have you taken a “30,000 foot view” of your finances lately? Is it positioned for the growth, strength, stability and cash flow you desire? To help you answer that, let’s examine asset allocation and diversification through the lens of Prosperity Economics. First off, let’s define a…
November 17, 2020 - Blog / Financial Strategy, Insurance, Investment, investments, life insurance, Opportunity Costs, Principles
“The human species, according to the best theory I can form of it, is composed of two distinct races, the men who borrow, and the men who lend.” – Charles Lamb It’s one of the oldest, most proven forms of investing; lending capital to another-perhaps someone who can’t get traditional bank financing-in exchange for interest,…
November 17, 2020 - Blog / Financial Strategy, Insurance, Investment, investments, life insurance, Principles, whole life insurance
“You should have a strategic asset allocation mix that assumes that you don’t know what the future is going to hold.” -Ray Dalio So you’ve conquered the your local real estate market. You’ve got 6 or 8 rentals, each earning cash flow. Congratulations! Now… what if a natural disaster decimates the area, or if the…
November 12, 2020 - Blog / actuarial science, annuities, Financial Strategy, Insurance, life insurance, Opportunity Costs, pension plan, permanent insurance, Principles, Retirees, retirement, Retirement Savings, Savings, Taxes, whole life insurance
One of the biggest fears people have is running out of money in retirement. And for many Americans, this is a very real risk, not an irrational phobia. If you are a reasonably healthy 65-year-old non-smoker, actuarial tables estimate you’re likely to live to age 86, as a man, and 89, as a woman. And…
September 13, 2020 - Blog / actuarial science, annuities, Financial Strategy, Insurance, life insurance, Opportunity Costs, pension plan, permanent insurance, Principles, retirement, Taxes, whole life insurance
The interest rate on an investment or financial product is important, but it’s not the only thing that matters. It’s one principle of financial strategy among many that should be considered before committing to a financial course of action. There is more to financial strategy than searching for the highest rate of return on a…
Margalo Eden
“Brandon (Jenkins) is awesome! His knowledge is thorough, he patiently explained the detailed workings of the product we were interested in buying, and he's shown himself to be trustworthy and attentive, with excellent follow-through and follow-up. I've already recommended him to several friends, and will continue to do so. ”
Amy Biddle
“Brandon Jenkins is a fantastic guy to have on our team! I always have 800 questions every time I talk with him, but he patiently answers. We've worked with Brandon on a couple of different policies. He's not only knowledgable, sets us up with exactly what we need, but he's also a great resource... he's shared his network and other related knowledge. Our lives are definitely better for knowing and working with Brandon.”
Andy Stansfield
“I'm a life insurance agent myself and have been for several years, but when it comes to working with the specialized policies and the Infinite Banking Concept I couldn't have found a more knowledgeable, helpful, and friendly advisor than Brandon at Tier One. Not only that but he is also extremely organized and on the ball. He gets back to you with well crafted and thoughtful answers to all questions and concerns. Truly a top notch professional in this industry. I look forward to working with him for years to come.”
Marc Wheeler
“Brandon Jenkins is exactly the kind of person you'd want to help you with important life decisions. Brandon listened to my goals, and over the course of several in-depth conversations, helped me determine the best solution to help me achieve those goals. He didn't try to sell me or convince me of anything; Brandon operated solely based on my equities, and then guided me toward a range of solutions. I made my choices based on Brandon's informed and expert guidance, and couldn't be more satisfied. Bandon was the guy who enabled me to achieve peace of mind concerning how my family would be taken care of. ”
Pubbens Clermont
“My overall experience with Brandon Jenkins has been nothing short of amazing. Brandon has been consistently pleasant to interact with and extremely knowledgeable. Anytime I've ever asked him a question, he quickly gets back to me with a response. He also takes his time to respond to all my questions and is extremely detailed. The best decision that me and my wife made was to select Brandon as our advisor. Through our interactions with his services, we feel so much more secure financially. Really happy to have you on our team Brandon, we really appreciate it!”