What are BOLI and COLI and how can they help business owners? "Bank-owned and company-owned life insurance (BOLI-COLI) has a proven track record of helping corporations fund executive compensation and improving their bottom lines." Teresa Kuhn. By Teresa Kuhn, JD, RFC An alternative to mutual funds, corporate-owned life insurance (COLI) is an investment [...]
Created By Christoper Kirkpatrick, Life180 Like him or not, Robert Kiyosaki is an icon in the investment and wealth-creation sphere. In this video, Chris Kirkpatrick talks about why Kiyosaki and other movers and shakers are high on whole life insurance. Whether you are a consumer or agent, you'll appreciate Chris' fresh take on this sometimes [...]
by Teresa Kuhn, JD, RFC, CSA *Teresa's latest book, "The 100 Year Real Estate Investor," is set to hit outlets, including Amazon, this fall. When you become a 100 Year Real Estate investor, you harness the power of something our team likes to call the "Dual Asset Strategy or DAS." A dual asset strategy [...]
Reach out to me now at 800-382-0830 "It's scary right now in the economy. That's why you need an advisor who stays in touch and keeps track of what's happening in the world."- Teresa Kuhn by Teresa Kuhn Suppose you're like most people within 5-7 years of retirement. In that case, you're probably [...]
By Jerry Yu Several years ago, a successful career woman named Julia purchased a million-dollar life insurance policy from me. Many of Julia's family and friends questioned her decision. After all, they pointed out, she was only forty-six years old, in excellent health, and had very little debt. She and her husband earned a good [...]
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"Buy term and invest the difference" is a piece of financial advice most people would be wise to ignore."- Teresa Kuhn. By Teresa Kuhn, JD, RFC, CSA Years after being discredited by most many financial advisors and educators, "buy term and invest the difference," or BTID, is still going strong in some circles. [...]
Since I work with both middle class and high net worth individuals and business owners, I have observed the actions and traits that set these two groups apart. These are things that anyone, regardless of their education, background, or current financial status, can employ to improve the odds of financial success.