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
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, 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 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,
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
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®,
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
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
“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
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
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;