The compelling reason to CONVERT your term insurance and when to do it.
Have you done the Planning??
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People are confused and overwhelmed about what is the “right“ plan of action for financial success. Too many conflicting opinions.
I help people discuss and address the things that “keep them up and night,” we help eliminate the “what-if’s” of life. The things they care most about. The people they love. The essence of life.
I provide our clients with unique financial strategies to help them eliminate dangers, focus on their best opportunities, and create plans and paths to which they can achieve their business and financial goals.
Ultimately, I help people address the hard questions “What happens if…?”
If you’ve never had one,
it’s time we have
“THE CONVERSATION”
I have relied on him to guide us through the rough waters and terrain of the insurance business. I can personally attest to his integrity, commitment and follow through and conviction to getting things done during the hardest times."
I can personally attest to his professionalism, follow through and spot-on recommendations. I have relied on him and his team for many years, which is a testament to his durability and dependability."
Marty has proven time and time again to be an "advisor" first and a "salesperson" last, a unique combination for any professional. He has gotten quite "grey" fighting battles for me and my clients."
I consider him an industry leader, true professional and of the highest degree of integrity."
I am passionate about helping people achieve their financial goals and protect the people and things they most care about.
One of my primary focuses is helping people understand one of the most complex and misunderstood products they own, Life Insurance.
Its one of the most mis-sold, misrepresented and misunderstood products of all time. I help people gain clarity and an understanding of one of their most important assets.
If you’re like most people, the answer is, “Not Much.” You probably have a policy and know its value, but past that, the majority of us simply have a hard copy sitting in a file cabinet somewhere in our homes.
The harsh reality is that if you purchased your policy 15, 20, 30 or even just 10 short years ago, your coverage may be a ticking time bomb, ready to explode and leave you uninsured when you need it most.
Imagine finding out that the policy you’ve been paying for is destined to explode- or not be in effect when you most need it?
Have you done the Planning??
The real reason insurance still matters is as obvious as it’s ever been Is it better to eat well or sleep well? Can you do both? It’s an interesting question.
The most overlooked financial planning instrument in your portfolio If you are like most successful professionals, over the last 10 years you may have refinanced or purchased a residence or
