Welcome to “Discovering Wisdom, over Coffee with Mark Bertrang”, author in “Investments Don’t Hug; Embracing the Life Insurance Asset”.
During each podcast, Mark visits with a guest who shares life experiences, career knowledge and the gift of their personal wisdom. Knowledge may be acquired quickly; but, wisdom often takes a lifetime.
Each of these audio podcasts are like sitting at a table with Mark and a guest, sharing important lessons of wisdom over a cup of coffee. Discussions may be mild, while some conversations may be of a bold, dark roast variety; but the goal for each is to provide new information from an expert in their field to help make your life more fulfilling.
The Life Insurance Field Underwriter
Each life insurance application has a separate page in which the insurance agent needs to complete or “field underwrite” about the why you are applying for life insurance. What are they saying about you? Mark Bertrang discusses Executive Bonus Arrangements, Key Person Plans, Buy-Sell Provisions, Deferral and Creditor Plans, along with important personal uses of The Life Insurance Asset.
Part 2: Preparing for a better family will
Most people have plenty of questions before they meet with a qualified attorney for the very first time to prepare a will or other estate planning documents. This is not a 'how-too podcast,k but a 'how-do-I-prepare' to have a thoughtful conversation with a lawyer to draft one of the most important documents of my lifetime; what some would call the last 'lover letter' to my family.
Pt. 1 - Preparation to create a better family will
How to prepare for the attorney conversation - How should you prepare to have a Will Discussion with a qualified attorney? What should you consider? What should you know? What should you be asking? How does the Life Insurance Asset play into these plans?
Personal Financial Statements & The Life Insurance Asset
What does an Asset/Liability Statement say about the Whole Life Insurance? The government’s small business Administration, your local bank and credit union focuses on your assets and liabilities when determining your creditworthiness for a loan. Mark Bertrang explains how your whole life insurance policy can plan a crucial role during this process.
Human Life Value Calculations: Assumptions to use when determining your life insurance coverage
How do you determine your financial economic worth? Why is it important? A "rule of thumb" does not work and cheats families out of the dreams and aspirations that were hoped and planned for. During this presentation, Mark Bertrang helps to walk you through the reasoning and arithmetic in helping to determine your own Human Life Value for Life Insurance purposes.
Life Insurance Strategies of the Rich and Famous
Listen to how empires were built upon the cash reserves available through the accessibility of a whole life insurance policy. Leverage your wealth now, while protecting your family’s security in the future. Recently Mark Bertrang taught an online class on the Life Insurance strategies of Rich and Famous people you may have heard of, but never knew the untold stories of how they used life insurance to build their wealth without dying. This is the audio from the presentation on Mark's YouTube Channel.