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Do you have a backup battery for your financial life? What happens when there is an emergency? What happens when there is an opportunity? Does your 401K continue when you're disabled? Really? Are you sure? What about the company match? Does that continue when you become disabled? Really? Are you sure? Where do you hold your safe money?

Other than policies for governmental workers, your employer’s Disability Insurance may be “on the fringe”. Learn how to avoid being relegated to a “living death”.

Life doesn't always go smooth. There are often unexpected detours or bumps in the road. How are you prepared for them?

Skip the Search and go straight to the Resources.

What's your What, How, Why?

Measuring Whole Life Implementation

Life Insurance & Levers

What is the rate of return of a whole life insurance policy? 

WL, Whole Life, Life Insurance

A Financing Error