As a start-up business owner, I understand the attraction of finding a “good deal” for business needs. Many of which come at hours of frustration and education that would have been better performed by other service providers. I have worn the hats of a web designer, a receptionist, and countless others that are much more […]
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Who Should be the Beneficiary of Your Life Insurance?
Life insurance may be the most important risk management tool you have in your personal and business portfolio. It could be the capital your family needs to make sure a surviving spouse and children are well cared for after you pass. It could be a wealth transfer tool for families with a higher net worth. […]
Helping Sam and Julie Protect What Matters Most
Meeting Sam and Julie I was introduced to Sam and Julie by a mutual friend, John (all names have been changed). Sam and Julie wanted to protect what matters most to them, their children. So, we sat down to discuss their plan and how I could help. We went over their family dynamics, their financial […]
Ed, the Multi-Level Marketing Guy
Ed (not his real name) recently sat down with me to discuss the importance of creating some business structure around his MLM business. Ed, like many MLM distributors, was never given a lot of insight on how to run his business. The MLM owners are mostly interested in getting as many distributors into their company […]
5 Steps to Take After a Loved One Dies
This article touches on the 5 steps to take after a loved one dies. Losing a loved one is never easy, regardless of when that time comes. If you’ve been nominated, or appointed, as the executor or trustee of your loved one’s estate, then you are not only faced with the grief that comes from […]