by Tom Neeser | Aug 5, 2025 | Blog, financial planning, Life Insurance, Lifestyle planning
As pensions disappeared, the responsibility for saving for retirement was shifted to the American worker (via 401K plans). Unfortunately, most employees have very little (if any!) education or experience in investing. For most individuals, their 401...
by Tom Neeser | Apr 1, 2025 | Blog, financial planning, Investing, Life Insurance
Life insurance is a financial tool designed to provide security for loved ones in the event of the policyholder’s death. It ensures that beneficiaries receive financial support to cover expenses such as outstanding debts, daily living costs, and future financial...
by Tom Neeser | Feb 13, 2025 | Blog, Life Insurance
Life Insurance is a critical component of financial and protection planning, yet 41% of Americans don’t own any coverage. Talking to a professional life insurance agent who can answer your questions, fill in the gaps, and find solutions that fit your family’s...
by Tom Neeser | Dec 19, 2024 | Blog, Life Insurance, Lifestyle planning
Life insurance is more than just a policy; it’s peace of mind. Despite its critical role in financial planning, there is a vital gap in understanding and awareness of how flexible life insurance can be and the many needs it can fulfill. Consider these staggering...
by Tom Neeser | Oct 11, 2023 | Blog, Life Insurance, News
Every week, someone asks us if we can help them with their Medicare. It became apparent that our clients needed a resource to answer their questions about Medicare and someone who could explain how it works in an easy-to-understand manner. So…we are very...
by Tom Neeser | Apr 14, 2023 | Blog, financial planning, Life Insurance, Whole Life Insurance
Infinite Banking is a lot of things, but there are several things that Infinite Banking definitely is NOT: A GET-RICH-QUICK SCHEME. Or a scheme of any type. Infinite banking is a disciplined approach to taking over the banking function in your life. A TRADITIONAL...
