okay so we've got some personal philosophy or just tips or preference on running a business
so four years in the insurance industry of financial services industry working for other
people it was very big or promoted when you work with a prospect or client show them one option
and don't show it to them until they are in the office with you and then you try and sell them
that was not my personality at all it didn't fit I didn't last very long as we have grown a
business we're very big on providing information and options whether I'm new to this cash value
life insurance whole life products or the infinite banking concept I always related to buying a car
right before I talk to someone if I'm gonna go buy a car or buy anything I don't want to
walk into a dealership cold I'm afraid they're gonna try and sell me something I don't need
I don't want even if they're not going to it's already in my mind that that's going to happen
before I go to that dealership I'm gonna look it up online I'm gonna see what the reasonable
reasonable price points are with competitors I want to get as much information as possible
that way I can make an educated decision so why not do that with everything so with a cash value
life insurance product if I'm interested in the infinite banking concept well the first thing I
want to do with the policy is design it properly the hard part is there's a million companies out
there in a million different ways I can design a policy so what will typically do for everyone
first and this is often a bit more work it's a lot in the beginning but it helps everyone see
everything upfront and illuminate call it buyer's remorse from the equation as we show options right
the biggest piece of advice we could give you if you're working with anyone is see options or
four options if I want to put in $10,000 a year well what's that $10,000 a year look like with
a couple different companies a couple different products with those companies how do I get more
cash up front what happens if I have to stop paying what do the accounts look like if I
borrow if I take loans and don't pay him back see everything up front see multiple options
and there's ways it can be presented where it's not overwhelming if you've worked with us you've
already seen a lot of our spreadsheets maybe we explain it over a call whatever it might be
but options are important the biggest issue in this industry that we've run into so much over
the years is people come to us with the life insurance policy that they've had for several
years and they're not happy with it maybe it was designed and properly was with a company that just
hasn't delivered it's delivered just closer to the guaranteed values whatever it might be and
they state if I wish I would have known how to do things differently set the policy of properly with
a reputable company that's actually delivered I would have done it this way eight years ago but
I didn't know and we can't help that at least we can't help it back then if we set everything up
properly if we show the options again ask for the options look over the information right
whether you want it written whether you wanted video content we have all that or whoever you're
working with they can provide it as well that's just a quick tip we have on business philosophy if
you do work with us or if you would like to work with us we look forward to it we look forward to
it but we'll certainly present you with several options and hope to answer all of your questions