The Evolution of Life Insurance
(When to Use This: For clients who are highly technical, overly skeptical, or feel they “know more” about life insurance. Rather than arguing, educate.) Intro: You’ll meet clients who are engineers, analysts, or have read a few articles online and now think they’re experts. Early on, I used to try and prove I was smarter. […]
The “Three Circles” Strategy (That Actually Has Four): A Smarter Way to Save for Your Future
You’ve probably heard of saving through a bank, maybe even investing in the stock market or your 401(k). But what if there was a lesser-known strategy that combined the best of all worlds—safety, growth, and tax advantages? Let me introduce you to something powerful: the Three Circles Strategy (yes, there are four circles, but we […]