Beyond the Rhetoric

If you’ve worked with a financial advisor before, whether it be at a bank or an independant broker, then you’ll know most people have been taught the central tenets of good investing. These usually are something to the effect of sitting on your investments and weathering tumultuous economic times with patience. Maybe you’ve heard them [...]

Unless you have knowledge and experience in building equity–whether that be through the stock market, real estate, or growing a business–your options are typically down to mutual funds or segregated funds. Here’s a little tip to get the most out of them. It’s A Big Load Of Loads You pay fees on mutual funds. That’s [...]

Last week, I mentioned I had a strategy of using whole life insurance as leverage. This strategy is the reason that every multi-millionaire and billionaire has purchased loads of whole life insurance over the course of their careers. It’s a strategy that’s simple to understand and accessible to every entrepreneur. It’s called the “corporate asset [...]

I want to get right into it and show everyone some cool tricks for how you could use insurance, but before I do, I need to make sure you understand the idea of whole life insurance. It’s Like It Sounds You basically have two types of life insurance. First you have the type that everyone [...]

In the time I’ve worked in finance, insurance has always taken a backseat to investing in the minds of prospects and clients. Everyone has their own personal reason as to why that is. Perhaps it’s a fear of the unfamiliar or they feel like insurance would be a waste of money. I happen to find [...]