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The Clinton’s Portfolio Includes the “Swiss Army” Knife of Financial Investments


Famous People Have Been Using These Instruments For Over A Century. Do You Have It In Your Financial Portfolio?

America’s elite have been using cash value life insurance to stockpile wealth for centuries. If designed and funded correctly, it is better described as a personal bank on steroids, and a financial bunker for tough times.


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Wise Money Knows the Difference between a Tax Preparer, Tax Advisor and a CPA/PFS

Do You Know The Difference? – Why It Matters

I believe that the major differences between those who refer to themselves as Tax Preparers, Tax Advisors and those actually accredited as Certified Public Accountant Personal Financial Specialists (CPA/PFS) are best appreciated when you understand that your long-term monetary financial health depends on it.


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Our Take On 60 Minutes Exposing a Systematic Fraudulent Practice by Leading Insurance Companies

When you take out a life insurance policy, you pay premiums in the expectation that when you die, your spouse and/or your children will receive the death benefit. But audits of the nation’s leading insurance companies have uncovered a systematic, industry-wide practice of not paying significant numbers of beneficiaries. In a little-known series of settlements, 25 of the nation’s biggest life insurance companies have agreed to pay more than $7.5 billion in back-death benefits. However, about 35 insurance companies have not settled and remain under investigation for not paying when the beneficiary is unaware there was a policy, something that is not at all uncommon.The beneficiary never comes forward because he or she doesn’t know the policy exists. But the companies know says Kevin McCarty, the insurance commissioner of Florida, who led the national task force investigating the industry. And the companies don’t pay, he says, unless a beneficiary makes a claim.
~ 60 Minutes


Insurance Companies: Caught Breaking the Basic Tenet of a Life Insurance Policy


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