We are Bank On Yourself® Professionals and believe a properly designed, high cash value, dividend paying whole life insurance policy has its place in some people's portfolios.
But that doesn't mean it's right for you.
We take an approach of first seeking to understand your main questions about money and your financial goals. We promise to give you our honest feedback and point you in the right direction. Even if that means sending you to the "competition."
Topics we've discussed with others in the past: