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In our last blog, we talked about the logical process of dividing each of the three model areas, Protection, Savings and Growth, into nine sub-areas, or “drawers”. We also listed all the common errors in the 9 Protection Drawers. In this blog, we are going to take a look at the common mistakes in the Savings drawers.
The proverb goes “A “Picture is worth a thousand words” and the truth of that proverb is very clear once we’ve created the game board or visual picture of our client’s financial model. In this blog, we are going to list some of the most common shortcomings of the nine Protection drawers.
In our last blog, we talked about emptying and organizing the financial “junk drawer” into a working model. Once that is done, we have the beginnings of helping people move from where they are to where they want to be in life.
When we sit with clients initially, we find that most people have what we call the financial “junk drawer.” What does that mean? It means they don’t have an organized approach to making money decisions.
It’s an unfortunate fact that many policies will simply not perform as their policy owners expect them to. One of our services is to help create awareness of where our clients stand, in relation to managing their Life Insurance assets, and provide options that will enable them to make much better decisions about how to manage those assets.
Your business goes on from day-to-day without anyone knowing what would happen tomorrow if you were suddenly no longer able to manage the business. Without you, what would happen to your business?
With regard to financial matters, most people do things in a vacuum. They talk to all the right people: Attorney Life Insurance agent Banker Investment Advisor Property and Casualty Agent But each professional will answer questions and give advice based on their discipline which may differ from another professional’s answers and advice.
How often have you found yourself in the midst of a period in your life where things don’t seem to be going the way you would like? And if you are like most people you suffer through these periods. Here are four words that can help you greatly during these times: “This Too Shall Pass”
In this article in Financial Advisor, Ben Mattlin reflects on how families can provide at-home care for a loved one—and defuse sibling rivalries that often result.
Let me know what you think of my "10 Rules for Being Human." I'd love to hear your feedback.
