Disclaimer: Many of the products that SIS offers are only available to accredited investors. * Accredited Investors are defined as person or person(s) whose net worth (exclusive of primary residence) is greater than $1MM OR having an income of $200,000 or more for the past 2 years as an individual or $300,000 if married filing jointly.
You may be healthy today, but what about tomorrow? When Mark?s mother was 84 she seemed perfectly healthy, but that all changed in the blink of an eye. Tune in as Financial Professional Mark Wutt shares the obstacles he faced when handling his mother?s long-term care arrangements, what he wishes he had done differently, and how you can plan for the unexpected. Read More
SCF Case Study: Generate $5,000 a month for 20 years (240 months) using the 5, 4, and 3 year terms SCF contracts. Background – recently clients wanted to convert cash that they had accumulated into a stream of guaranteed income payments over a 20 year period. They were both in their early 60’s. Step 1: Purchase a 5 year SCF for $255,243 at 7% to solve for the first 5 years of income. Simple calculator attached. Step 2: Purchase 3 x 5 year SCF to be used in the Fixed Savin
"Excuses don?t stop you; Obstacles don?t stop you; Stopping stops you." When David Cooks became a paraplegic at the age of 15, he never let it stop him. Tune in as this motivational speaker talks about leadership, teamwork and overcoming obstacles you may face. Read More...
The Insurance Industry is constantly changing, so what does that mean for our Health Insurance and other coverages? Ted Nickel, the Insurance Commissioner for WI, set out on a mission to better understand and better serve the diverse insurance marketplace by personally visiting hundreds of companies and advocating for consumers like you. Tune in to find out what he learned and why it impacts you. Read More