Take a tax break? Or get multiple uses of your dollar?
In this episode the team ponders the idea of taking a tax exemption vs getting multiple uses of every dollar. The thinking exercise focuses on 529’s and HSA’s. Everett will […]
About Michael Crawford
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But we are proud to say that Michael Crawford contributed 197 entries already.
Entries by Michael Crawford
When Does it Get Good?
In this episode, we dive into a question that even we have asked! When does it get good? This can be asked in many different forms, and the team works […]
Our thoughts on Skinny Policy Design
In this episode Chris and the Mike’s discuss skinny policy design. We get asked this question all the time, “Is there a way to make my policy grow faster on […]
The best type of Policy for IBC
In this episode, Mike Everett, Chris Bay and Michael Kwong discuss a question we get all the time; What’s the best type of policy for IBC? There is a lot […]
Interest Rates and Picking an Insurance Company
In this episode, we discuss a boot camp question that we get all the time; policy loan interest rates. Mike Everett, Chris Bay and Michael Crawford unpack this topic by […]
Accounting for a contingency fund
In this episode, we discuss the question, “What about a contingency fund?” There are many reasons to need a contingency fund in life, that doesn’t change when you are using […]
Interview of Taryn Souza
In this episode, Chris has the honor of interviewing Taryn Souza! She is an awesome entrprenuer who found Life Success & Legacy through a coworker, Haley! Taryn isn’t an LSL […]
What to look for in an Insurance Company
In this episode, Mike Everett, Chris Bay and Michael Crawford dive into a question we get somewhat regularly. What do we look for in an insurance company, especially as it […]
Thoughts from the Think Tank
In this episode, Mike Everett and Mike Kwong dive into their experiences from this years Think Tank! Kwong has never been and Everett has only missed two! This is a […]
Insurance Riders: What are they?
In this episode Mike and Chris discuss a question we get all the time; what are insurance riders. Many of our clients, and potential clients, have heard of the Flexible […]