WHAT TYPE OF LEADER ARE YOU?
Have you ever stopped to consider what type of leader you are? With over 20 years of leadership experience, I’ve learned that self-reflection is key to improving leadership skills. Here are a few questions to ask yourself when reflecting on your leadership style: What values guide my leadership approach? How do I communicate with my…Read More →
CAPITAL PRESERVATION IS CRITICAL
Why is capital preservation critical to long-term financial success? Not only to preserve capital but to have access to its value. Preserving capital is vital because it enables me: to have the resources to meet ongoing expenses to invest in future opportunities to handle unplanned events Without access to capital, I will struggle: to meet…Read More →
A STRONG TEAM MAKES YOU MORE RESILIENT
How does a strong team make you more resilient? I’ve been on one team or another for most of my life. The best teams know their mission and core values and consist of teammates who: • know their role • hold the rest of their teammates accountable • pick each other up when need be You know…Read More →
THE BEST SHOT STARTS WITH YOUR TEAM
I love scramble formatted golf tournaments. In a scramble, everyone on your team hits. Then, the team picks the best shot, and everyone hits the next ball from there. And on it goes until you get it in the hole. The best scenario is when the first person hits a fantastic shot. It enables the rest of the players…Read More →
READING FOR GROWTH
Read a book above your level…. “Apply yourself to thinking through difficulties—hard times can be softened, tight squeezes widened, and heavy loads made lighter for those who can apply the right pressure.” —Seneca, On Tranquility of Mind, 10.4b With reading, like anything else, if you don’t break outside your comfort zone, significant growth can’t occur. This…Read More →
DO YOU HAVE AN INVESTMENT YOU’RE CONSIDERING?
Don’t buy another financial product or invest another dime of your hard-earned money…unless it fits into your overall financial strategy. A financial strategy is put in place in order to accomplish your goals over a longer period of time when conditions are uncertain. However, a great financial strategy takes into consideration many different variables and…Read More →
Alternative Down Payment Financing
Let’s take a look at two different strategies for financing the down payment of a typical buy and hold real estate investment. One strategy uses a policy loan from whole life insurance, the other uses cash from a bank account. Investment opportunity assumptions: ● Single family rental ● Purchase price: $100,000 ● 25% down payment:…Read More →
I have a new whole life policy, now what?
A common question we get, whether it be from a client starting his or her first policy or from someone interested in learning more about dividend paying, high cash-value whole life insurance, is, “What do I do with a policy once I have it?” So that you will get maximum benefit and enjoyment from your…Read More →