Blog Archives

We are all unique individuals

 Take a moment and download the free chapter and read a few of the quotes from insurance agents and consumers who have read the early version of The Secret Asset. Then carefully read each persons heartfelt comments. Thank you to everyone and here’s a toast to making, “good decisions.” 

Posted by: David on March 4, 2011
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What if You Found Out It Was Not True

It’s like being in the dark or days imagining what what your surrounding look like until someone finally turns the lights on. At first, its hard to see and then your eyes adjust and everything come back into a beautiful focus. Colors are brighter, smells are stronger and your not searching around clueless in the […]

Posted by: David on March 2, 2011
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What Asset Can Compound At 21.25% Pre-Tax?

Nothing is good or bad until we have something to compare it to. So let’s illustrate my point. If you paid $1 million for your home and it grew at the compounded rate of 21.25 percent for a thirteen-year period, it would be worth $12,242,291. How many people do you know make this type of […]

Posted by: David on February 28, 2011
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Do you own stocks or mutual funds? Do you pay taxes? Why?

There is a little known tax code that allows individuals and businesses to over fund life insurance contracts and take the excess money after fee’s and expenses and invest those assets in the S&P index w/o dividends or mutual funds. More importantly IR-code 7702 allows you to tax defer those gains indefinitely! Case in point, […]

Posted by: David on February 23, 2011
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