by Michael Isom | Dec 5, 2019 | Vault AIS Process
Do I need life insurance on key employees? Yes! Yes, you want life insurance on your key employees. Do you remember the conversation about transferring the risk versus retaining it? The #1 Asset in your business is you! People are assets, things are not. Human life...
by Michael Isom | Dec 5, 2019 | Vault AIS Process
How do I know how much life insurance I need? Producers buy as much life insurance as they can get. That’s a pretty bold statement, is it? Producers Vs Consumers. Consumers consume more than they produce. Producers produce more than they consume. However,...
by Michael Isom | Dec 5, 2019 | Calculations and Tools
Do we have a budgeting tool? We have something better than a budgeting tool. We have an empowering spending plan. Budgeting tools are boring, right? Download the Family Finance Guide We have a workable PDF that will allow you to first eliminate emotion and get to the...
by Michael Isom | Dec 5, 2019 | Utilization
When do I pay back my policy loan that I took against my cash value? You can get that loan amortization schedule by going to calculator.net and put in the amount that you’re borrowing, the interest rate, and the time period that you want to pay it back and...
by Michael Isom | Dec 5, 2019 | Utilization
Life Insurance statements. What should you know? What would you want to know? You get them on an annual basis. Open them. Read through them. These whole life insurance policies are not a registered security. You’re not going to get monthly or quarterly...