TABLE OF CONTENTS: What is Bank on Yourself? How Does Bank On Yourself Work? The Advantages of Bank on Yourself The Disadvantages of Bank on Yourself Discover Whole Life Insurance Through The Perpetual Wealth Code Instead   Early on in my trek to developing and applying the Perpetual Wealth Code™, I was approached by …

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We have talked about what whole life insurance is – now we want to talk about why you should own participating insurance. This is a sound strategy for those with patience and the know-how to make their insurance work for them. Tables of Contents: Tax Code Favors Participating Whole Life Preparing For Your Retirement Avoiding …

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Table of Contents: How 529 Plans Works How Permanent Life Insurance Works Pros of Using Life Insurance for College Cons of Using Life Insurance for College What Are the Pros and Cons of the 529 plan? How To Decide What To Do How 529 Plans Works State-run 529 plans are kinda like those Roth 401(k)s …

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As a child, Dr. Ethan suffered miserably with migraines. Numerous doctor visits, CT scans, visits to specialists, drugs… nothing fixed the problem. As a last resort, his mother took him to a chiropractor who started adjusting his neck and “saved his life!” After that, Dr. Ethan fell in love with chiropractic. His career choice was …

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The marketing practices of many life insurance companies require new agents to refer family and friends early on in their training so they can quickly generate commissions as well as profit for the insurance company.  This training practice encourages the sale of life insurance products that may or may not be in the best interest …

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The savings rate in the US has been going up a bit recently but it’s still lower than what it should be. Generally speaking, people aren’t saving enough money to have financial peace of mind. But, when someone does save money there are a host of decisions to be made on how to keep that …

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Meet José and Theresa Olivieri from Ohio! José is a truck driver and has been driving for JB Hunt the past 18 years. As a local driver, he rarely leaves the state. Typical loads consist of retail goods, fertilizers, “Pretty much anything except poisons or explosives.” He also hauls rail containers usually from California occasionally …

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Recap of Whole Life Insurance Participating Whole Life Insurance (PWLI) is a lifelong insurance policy where premiums are paid annually. This contract involves the policy owner and the insurance company, with the company guaranteeing cash value growth during the insured’s lifetime and a specific death benefit to beneficiaries upon the insured’s passing. Additionally, the insurance …

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Disclaimer: Investing information provided on this page is for educational purposes only. McFie Insurance does not offer advisory or brokerage services, and does not recommend or advise investors to buy or sell particular securities. Table of Contents: Understanding a Volatility Buffer Understanding the Role of a Volatility Buffer The Role of Volatility Buffer in Counteracting …

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Table of Contents: Keep your business and personal expenses separate Invest in bookkeeping software (and a bookkeeper) Establish a budget Maintain accurate business records Select an accounting method Maintain updated financial records Optimize accounts payable (AP) terms and invoicing Segregate accounting responsibilities Monitor significant high-cost expenses Plan for significant investments strategically Exercise diligent oversight in …

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