Coaching - The Missing Piece to Your Profit Plan!
After 4 decades of working with individuals I have found there is a big hole that is costing people huge sums of money. That big hole is the lack of two things:
Financial professional ability to bring all the financial tools and solutions (investments, tax reduction, estate planning) into a solid long-term financial strategy, and
Lack of organization and the time to stay organized.
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One of our clients recently was quoted a life insurance policy for his family. After reviewing the proposal, the cost was quadruple the amount that he needed to pay. In addition, the agent was not including the valuable waiver of premium. The amount of money saved getting a more appropriate policy not only allowed him to have the safeguard of having the premium on the life insurance policy waived if he became disabled, but also freed up money to purchase a personal income protection plan if he became seriously ill or was in a critical accident. The new plan we recommended provided money to support him and his family with much more peace of mind.
Organization + Coaching = Wealth
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