Our industry historically chases relative performance as if it’s the Holy Grail and too often leaves our client’s entire financial life teetering on the edge of disaster because “we don’t do insurance.”

When death or disability occurs and expenses and/or taxes are demanded, there are only three options:

  1. Sell assets
  2. Try to take out a loan
  3. Settle liabilities with insurance

Only insurance provides liquid capital, on demand, for pennies on the dollar.

Please review the Compelling Conversations Guidebook, and explore the additional content and resources in this series.