Category Archives: CASH VALUE INSURANCE

The Whole Life vs. Term Insurance Debate

“It is better to debate a question without settling it than to settle a question without debating it.” – Joseph, Joubert  Should You “Buy Term and Invest the Difference”? In a recent comment from a reader on a post about … Continue reading

Posted in CASH VALUE INSURANCE, LIFE INSURANCE ADVICE, PERSONAL FINANCES, WHOLE LIFE INSURANCE | Tagged , , , , | 4 Comments

Family Banking 101

“A Family Bank is a strategy to keep wealth in your family and keep it growing… from generation to generation.” – The Family Banking Book (forthcoming) This strategy has been called “Family Banking,” “Private Family Banking,” the “Private Reserve Strategy,” … Continue reading

Posted in CASH VALUE INSURANCE, SAVING MONEY, WHOLE LIFE INSURANCE | Tagged , , | 3 Comments

Has Kiplinger’s Sold Out?  The Financial Media Bias (Part 2 – The Stock Market and Saving Money)

“Personal finance publications bias their recommendations—either consciously or subconsciously—to favor advertisers.” – Jonathan Reuter and Eric Zitzewitz, Quarterly Journal of Economics Two weeks ago, we started a rant inspired by a single issue of Kiplinger’s that I picked up to read … Continue reading

Posted in CASH VALUE INSURANCE, INSURANCE ADVICE, SAVING MONEY, WHOLE LIFE INSURANCE | Tagged , , , | 2 Comments

The Long Game: A Video Essay on the Path to Success

“Always bear in mind that your own resolution to succeed is more important than any one thing.” ― Abraham Lincoln We’ll be back next week with Part Two of our Kiplinger’s expose. This week, we want to share another resource that … Continue reading

Posted in CASH VALUE INSURANCE, ENTREPRENEURSHIP, SAVING MONEY, WEALTH-BUILDING | Tagged , , | Leave a comment

7 Ways to Save a Life Insurance Policy (even if you can’t afford the premiums)

“I bought a new life insurance policy but the small print is impossible to understand. All I´m sure of is that after I die, I can stop paying.” Do You Want to Stop Paying Your Life Insurance Premiums? What happens … Continue reading

Posted in CASH VALUE INSURANCE, FAMILY and FINANCES, INSURANCE ADVICE, INSURANCE AS AN ASSET, ORGANIZING YOUR FINANCES, WHOLE LIFE INSURANCE, WILLS and ESTATE PLANNING | Tagged , , , | 2 Comments

The Accumulation Trap: Why You Must Keep Your Money Moving!

“I want my money to be like a river, not like a pond.” – Lisa Sasevich, Inc. 500 business owner We said in our last article, we’re tired of “investing” being equated with the stock market/ mutual funds! Wall Street … Continue reading

Posted in CASH VALUE INSURANCE, PRINCIPLES OF PROSPERITY, PROSPERITY ECONOMICS | Tagged , , , | 2 Comments

Is Whole Life Insurance a Good Investment? Busting the ROI Illusion

“Whenever I hear a financial consultant (or anyone) talk about less expensive premiums for term, I know they really don’t understand how this animal of properly designed whole life insurance really works.” – DailyFinance.com Is whole life insurance a good … Continue reading

Posted in CASH VALUE INSURANCE, INSURANCE ADVICE, WHOLE LIFE INSURANCE | Tagged , , | 2 Comments