Listen to this podcast and better understand Universal Life and the risk assumed by the policy owner. Discover why basing your financial foundation on guarantees which are maximized in a properly designed Whole Life product is of such importance to you and your financial well being.
Special guest Dan Foley, CLU (Vice President of Marketing Technology at Security Mutual Life Insurance Company of New York) joins Dr. Tom and John McFie to share how dividends work in a whole life insurance policy with a mutual company. Discover why dividend rates vary from company to company and the best ways to compare the performance of insurance products.
How to manage debt wisely whether it’s a mortgage, car loan, business loan or policy loan. Life Insurance plays a key role in providing protection against outstanding debt and becomes the best environment for savings and a foundation for other investment opportunities.
This week on Wealth Talks Tom and John talk about the keys to a successful budget. Listen to this episode and discover how a percent based budget can provide you more freedom and scalability than a traditional flatline budget based on fixed expenses.