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Category: Know Your Broker

The life insurance salesman must really be a “renaissance man”…part business owner, part financial professional, part spiritual guide. I want to share with you a few things about myself, my company, and my life.

OFFERING HELP TO PEOPLE WHO THINK LIFE IS A GAME

Matt Walsh at the Daily Wire has a keen insight into the epidemic of horrific mass shootings that have hit our country in the last fifteen years or so. His research points to the “gamification of terror:” people who constantly…
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HOW TO KEEP A NEW YEAR’S RESOLUTION

What was the resolution you made this New Year’s Eve? Was it to make more money? Be less angry? Feel more love? Be less overweight?  Can you be guaranteed success in achieving any of your goals? I think so. Here’s…
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WHO EXACTLY IS AN EXPERT?

What exactly qualifies somebody as an expert, and do you really need one when buying insurance? People tend to define expertise solely based on knowledge: product knowledge, tax laws, etc. But that doesn’t really address the bottom line from a…
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WE NEED HOLY DAYS AS WELL AS HOLIDAYS

Believe it or not, the holiday season is upon us! For many of us, that means a break from work, time spent with family, and hopefully, some rest and relaxation. Taking the time to unwind during the holidays is much-needed…
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SPIRITUAL BUSINESS PRACTICES: IT’S THE PROCESS THAT MAKES US RICH

Success and money. These are two powerful driving forces in our society. Everyone wants to be successful, and I don’t think anyone would turn down an opportunity to be wealthy. But attaining those things is where the trouble lies. What…
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SPIRITUAL BUSINESS PRACTICES: THE POWER OF SAYING “THANK YOU”

If you do a quick search online for “secrets to success,” you’ll end up with a massive list of tips with everything from having vision to taking risks. But in my previous article on spiritual business practices, we learned from success guru…
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SPIRITUAL BUSINESS PRACTICES: THE CONNECTION TO FAITH

When you hear the word, “spiritual,” what comes to mind? The concept of spirituality has taken on a wide variety of meanings, ranging from new age and esoteric to traditional religion to Eastern philosophy. The common theme running through all…
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TRANSFORM SMALL DONORS INTO MAJOR DONORS

Your not-for-profit organization is making a profound difference in the lives of those served. You are busy, your staff is busy, your staff is busy, and it’s time to put the pedal to the floor and launch a Major Gifts…
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Listen to My Radio Show Interview!

Listen to my recent interview on the WGSN-DB Business Showcase Show! The show’s host, Cece Shatz and I discuss life insurance, review unusual scenarios, and answer your most pressing questions about all things insurance. Listen to the recording now here!
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father and son at beach

If I Could Teach One Financial Lesson, What Would It Be?

I was recently asked this question, and it got me thinking. You would think it’d be difficult to choose just…
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