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Life insurance policy loans and withdrawals (tax consequences and details your agent may not have told you)

Did you know, that a withdrawal from any type of Universal life insurance policy, is substantially different than a withdrawal from a Whole life insurance…

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Special Interview on the Wealth Cruise with Krish Dhanam and Dr. John Bergman

Conversation with Krish Dhanam and Dr. John Bergman highlighting some of the wonderful experiences and content from the 2019 Wealth Cruise.🚢 From financial wealth building…

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New Health Insurance Options for 2020

🗓 Open Enrollment for Health Insurance starts Friday November 1st running through December 15th 2019. Special guest Jack Hooper from Take Command Health shares 2…

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Indexed Universal Life Insurance (IUL): How it Works and What You Need to Know

🗞Everything you need to know, and probably more than you’ll ever need to know, about Indexed Universal Life Insurance (IUL). Universal Life Insurance has been…

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Free is Never Free because there is Always a Cost

19 out of 20 Americans with a 401(k) are paying fees of some sort whether they know it or not. 😰 Even if the account,…

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T. Boone Pickens and Premium Financing with Oklahoma State University

Best known as a billionaire tycoon and a hostile corporate takeover entrepreneur, T. Boone Pickens was an amazing person with great financial sense. But in…

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4 Financial Questions Answered and the #InternationalPodcastDay Winner Is…

Today is #InternationalPodcastDay! And we have a winner for the Beats Solo3 Wireless headphones – announced during this show. Thank you for participating in the…

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How to Maximize Policy Growth

How do you maximize growth in your policies (and outside your policies) with strategies like the Infinite Banking, Bank On Yourself or The Perpetual Wealth…

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How to “Budget” for Your Prosperity and Wealth

Many budget systems give you a good feeling as you start, but cannot produce the sustainable results you need to build real prosperity. As an…

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Becoming Wealth-Fit with special guest and client Dustin Mathews

Special guest Dustin Mathews from WealthFit has seen people MAKE a lot of money in the Speaking & Marketing world, but KEEPING that money is…

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