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Should I own multiple policies or just one big policy?
When should I purchase my next Life Insurance Policy? Large Participating Whole Life Insurance policies...
Laddering with Whole Life Insurance and Term – The Good the Bad and the Ugly
Laddering with Whole Life Insurance and Term In the financial world, laddering refers to when...
Hidden Taxes, Fees and Inflation on investments
How much will you lose in taxes fees and inflation on a $100,000 investments earning...
Direct vs Non Direct Recognition Life Insurance
Direct Recognition vs Non-Direct Recognition, which one is better? Which one do you want? When...
The Perpetual Wealth Code
Explanation of The Perpetual Wealth Code
Build Wealth and Keep it… Like the Bankers
Why invest your money with the “Bankers” and let them risk it all, when you...
How Does Life Insurance Work?
Whole Life, Universal Life, One Year Renewable Term, Level Premium Term

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Dr. Davis – Client Story
Client Story from BC, Canada
Robin and Lisa – Client Story
Another approach to finances that isn't taught in schools
Dr. Brian – Client Story
My experience with The Perpetual Wealth Code
Mark – Client Story
Paying off Debt and planning our Lifestyle
Tom – Client Story
Financing a car, laptop and office equipment
Should You Buy Term and Invest the Difference?
History of Term Insurance and how Buy Term and Investing the Difference compares to Whole Life Insurance
Why isn’t everyone doing this?
Winning Your Financial GAME
Your Rx for Wealth by Becoming Your Own Banker
Dr. Tomas McFie, Michele McFie, R. Nelson Nash and David Stearns discuss the Infinite Banking Concept
Sam – Client Story
Protecting my family, the assets we have and preparing us to live our dreams
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