Professional Teamwork!
Coming to you from Austin, Texas, where I'm attending my son's soccer event, I've been reminded of the essential role that teamwork plays in both our personal and
Josh Sterling Becomes Accredited Estate Planner® Designee by NAEPC: Providing Tailored Solutions to High Net Worth Individuals and Businesses
Josh Sterling, Accredited Estate Planner® Designee by NAEPC Josh Sterling, a comprehensive Wealth Strategist, has been certified as an Accredited Estate Planner® (AEP®) designee by the National Association of
Josh Sterling’s Remarkable Achievement: Top of the Table Million Dollar Round Table Qualification
Josh Sterling Reaches the Pinnacle of Success with Top of the Table MDRT Qualification Windsor, CA (March 15, 2023) Josh Sterling, a highly esteemed Wealth Strategist at Camas Advice,
Building Tax-Free Wealth with the Swiss Army Knife of Financial Planning: Permanent Life Insurance – 001: An Introduction
As I mentioned in my previous posts and emails. I am going to provide more content about life insurance as a tax-free planning tool. Think of it as a
What Is A Business Prenup and Which Businesses Should You Approach?
Ever wondered what Business Prenups and Buy-Sell Agreements are, especially when it comes to being a life insurance advisor? In this video, Rick Bailey, JD, MAcc, CFP®,
10 MINUTE CONCEPTS: What Are Multi-Life Guaranteed Issue Life Insurance Programs? Part 1
Transcript 00:48 - I would like to welcome everybody to our 00:50 - training today today we're going to talk 00:52 - about guaranteed-issue and 00:54 - guaranteed-issue is a process
Recap of the 2018 Pacific Life Educational Symposium
It was a great honor for Rick and me to be invited to the Pacific Life Educational Symposium at the Hyatt Regency in Huntington Beach, California. The invitations were
How Retirement Planning Can Supplement Life Insurance
“Life insurance as a retirement strategy” (LIRS) is an invaluable strategy for financial professionals to retain clients by helping them maximize their cash values for retirement. Permanent life insurance
Buy-Sell Agreements: The Business Prenup
A buy-sell agreement is a key part of any business arrangement. The buy-sell agreement is the “prenup” that determines what happens when the business arrangement breaks up. So, why
Simplifying Premium Financing
The ability to leverage has always been intriguing. Borrowing money to pay the premiums for life insurance is no different. The concept of premium finance can be somewhat overwhelming;