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Who merits great wealth?

Gerry W. Beyer of the Wills, Trusts, and Estates Prof Blog, just published the results of a survey of wealthy people. You know what they are worrried about? Not spoiling their kids with their inheritance. They will actually set condtions…
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How to avoid visualization mistakes when buying life insurance

Fitness and growth guru Matt Furey offers sage advice on Visualization. He teaches us how to avoid the five most commons mistakes. I especially like this one: Mistake #4 – Ignoring where you are. When they buy life insurance, many…
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The power of being impulsive

Josh Larson at Bushido has a keen insight into the plus side of being impulsive. In his blog post, he talks about impulsively taking on the challenges that you instinctively shy away from. That helps you develop grit. With more…
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The Case of the Hamptons Widow

Gerry Beyer has a new post on his Wills, Trusts and Estates Blog that hits home, especially for women whose husbands take care of the household finances. If you tragically lose him prematurely, will you know how to handle your…
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An update on how life insurance underwriting is using Electronic Health Records (EHR)

Ken Leibow, Founder and Chief Executive Officer at InsurTech Express, recently published an update on EHR in Broker World. You would be amazed at the technological advancements being made to accelerate and simplify life insurance underwriting. I have been at…
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Be Like Water

As a BaGua Kung Fu practitioner, I take heart from the wisdom of the masters who came before me, and who teach me to this day. Bruce Lee is one of them. Bruce was an expert at applying the principles…
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The problems with Biden’s new ‘minimum tax’ on wealthy people for unrealized capital gains

Brad Polumbo of Based-politics.com and the Washington Examiner, raises some very valid concerns about the new proposal of the Biden admintration to assess a minimum tax rate of 20% on unrealized capital gains, for people worth over $100 million. His…
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Big Thinking does not mean having Big Goals

Matt Furey is one of my favorite self-development teachers. I have been learning from him for years. Below you will find his approach towards goal setting. The idea is to Think Small, so you can Grow Big over time. Incremenetal…
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Are These Three Misconceptions Stopping You From Getting Life Insurance?

by Alex Helm Did you know that life insurance may be the single greatest gift you can buy for your family? I emphasize buy because, of course, nothing can replace the gifts of time and love you already give them.…
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How to use your imagination when buying life insurance

Visualization is an important practice in the self-development industry. (As you can see below in the lesson from world renown Personal Coach Matt Furey, visualization also involves imagination and feeling. We will follow his lead and call the technique “imagination.”)…
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