Special session with Tom Ziglar on Goal Setting plus advice from John and Ben McFie on setting your financial goals to focus on actions and service not just the numbers. Tom Ziglar’s Resource Link: https://wp.life-benefits.com/jan-2017-ziglar/
Listen in on the way we think through reviewing a policy that seems okay but may not be balancing a client’s financial needs. It’s all about Money Management and what makes the most sense OVERALL. For details on this particular case see: http://www.life-benefits.com/blog.html?bpid=4204
Should you ever let interest accrue on a policy loan instead of paying out-of-pocket? How often you should check policy values? Discover how to manage policy loans wisely, and why you should never expect dividends to pay interest.
Celebrate with John! Enter to win Happy Birthday prizes through 12/31/2017. 1st Prize: 2017 Wealth Summit Recording, 2nd Prize: Winning Your Financial GAME Book and Study Guide, 3rd Prize: Retirement Curveball book. Everyone who enters will receive 12 months of the Living Richly Newsletter free.
Key points of The Perpetual Wealth Code™ - an outline for busy people. From the 10-20-70 strategy, to the flow of money and how to eliminate lost opportunity. What you need to know to grow and protect your wealth successfully. Highlights the distinct benefits for Employees, Small Business Owners, Entrepreneurs and Investors.
Resources:
Perpetual Wealth Code™ Webinar: https://www.youtube.com/watch?v=eJx0MdGWn10
Health Insurance Options: healthcare.life-benefits.com