As some of you know, we acquired a second home in Puerto Rico a few months ago. When doing the pros and cons list for Puerto Rico, never once did the word “hurricane” come up. In fact, the last category 4 or 5 hurricane to hit Puerto Rico was nearly 90 years ago. In fact, Hurricanes and...
Read MoreI’m often asked the question by advisors and potential clients alike: “How does getting to the 0% tax bracket change if President Trump lowers taxes?” My answer is nearly always an enthusiastic, “It gets even better!” Here are the facts. If Trum...
Read MoreIn this exclusive new video, I explain how I went from failure in the industry to multi-year Top of the Table Qualifier. Take a peek.
Read MoreHere’s a preview of my next article on LifeHealthPro.com: The Honorable David Walker, the former Comptroller General of the Federal Government once wrote a CNN op-ed entitled Why Your Taxes Could Double. In this article he laid out the case that, sooner or later, tax rates will h...
Read MoreDid you know that 90% of your clients will research the IUL on the internet before ever placing their policies in force? Here’s the problem: much of what they’re going to find will conflict with everything you’ve told them about IUL. You see, most online financial...
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