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May 31, 2019

Here's your real purpose as a financial professional.

September 25, 2018

Much of the discussion about business planning centers around succession planning, usually using life insurance. 

One product that has been habitually undersold is disability income insurance. 

See how George Reilly benefited his friend and client business owner. 

There a...

September 19, 2018

Joelma Dias wasn’t convinced she was having a stroke.

During a fun night of hanging out with her friends at church, the right side of her body suddenly began to feel weak. 

Joelma felt fine otherwise, and insisted that she was going to head home and get some rest.  Luck...

May 16, 2018

We all have our own preconceived notions. However, sometimes an experience can completely alter our current beliefs, as it did in the case of Maria Gongora.

April 26, 2018

Dr. Michael Brescia, co-founder of Calvary Hospital, shares his story of why he turned down a billion dollar deal - and it was the best decision he ever made.

April 5, 2018

Most financial advisors are nervous about calling other professionals, such as CPAs and attorneys. They feel like they must have everything covered.

Guess what... they don't. 

Listen to Rick Barone's story to see what I mean. 

Financial services is really not about the sp...

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