We Are Gretel’s Post

🎙 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘄𝗶𝘁𝗵 𝗦𝗺𝗮𝗿𝘁 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 On this week’s episode of Money Sense with Stewart Gillott,  Insurance Advisor at PWM Financial Services Inc., shares expert insights on how to use insurance to safeguard your business. 📌 Key Takeaways: - Debt coverage strategies tailored to your business loans. - Buy-sell agreements for seamless shareholder transitions. - Tax-efficient whole life policies to build future value. - Critical illness and disability coverage for key employees.   Ready to secure your business’s future? 🔗 Listen here: https://bit.ly/3ZpZ8JV   🔔 Join us every Saturday at 11 a.m. and Sunday at 5 p.m. CT on 650 CKOM. #BusinessInsurance #FinancialPlanning #MoneySense #RadioShow

Last week, we kicked off our two-part series about why cash still matters by sharing the unique opportunity for advisors who support clients with access to competitive rates, enhanced FDIC, and the long-term benefits of compounding yield. Now we take a look at how advisors who continue to bring cash into the conversation can add value to clients, unearth new assets & increase wallet share, and unveil an opportunity to increase organic growth. https://lnkd.in/eynXsDzD #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank.  The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party Program Banks who provide the interest rate and FDIC insurance. Please visit https://lnkd.in/ewRGQpsi for further details on rates and FDIC insurance coverage.

By delivering on the value of behavioral finance and emotional competence, we distinguish ourselves by doing more than just managing money, but by adding holistic value to you by helping you make rational, values-based decisions with your money. For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #BFA #finance #wealth

Imagine turning your life around with a simple financial strategy. 🔄 That's what happened to the Johnsons with Infinite Banking. 💰 They secured their retirement and children's education, all while enjoying life's moments. 🎓🌴 Want to know how they did it? Drop a '💡' below or contact us at (732) 770-0363! 📞 #FinancialFreedom #InfiniteBanking #SecureYourLegacy #LifeInsurance #CriticalIllnessInsurance #LivingBenefits #AreYouCovered #Insurance #IncomeProtection

It was 1996, CDs had just started spinning, Kobe Bryant had just been drafted to the NBA, sheep were cloned for the first time, and everyone was quoting Jerry Maguire. 🏈 That’s when Scott founded Edelman Wealth Management Group and began helping people organize their finances and take control of their financial future. It’s been 28 years since Scott had us at Hello! #uncomplicatedadvice #unparalleledservice #1996 #tbt #financialliteracymonth #dollarsense #mymoney #financialadvisor #insurance

With results from 2023 investments for both life/annuity and property/casualty insurers in, we see life/annuity insurers continue to reach for yield through illiquid assets, such as mortgages and private placements. Conning's Mary Pat Campbell, a vice president in the Insurance Research group, explores this topic in an article featured in InsuranceNewsNet. To read more, click here: https://lnkd.in/eJj7pKUG

This blows my mind!! 🤯 There’s no such thing as free money!! 🤦🏻♂️ Just like the whiplash culture where people made a quick £1k and have been getting stung on their insurance since! 🙄 There’s always a cost and often, you pay 5 times over! 🤔 #propertyinvesting #wealthbuilding #wealthcreation #propertyinvestment #portfoliobuilding #financialfreedom #portfoliobuilder #property #ukproperty #ukpropertymarket #ukpropertyinvesting #passiveincome

💡 Did you know about FDIC insurance coverage? ⬇️ The FDIC (Federal Deposit Insurance Corporation) guarantees your bank deposits. While the standard coverage amount is $250,000, you can secure more based on the account ownership type. For example, a family of four could be insured for a million dollars. If you have over $250,000, talk to your banker to structure your accounts for optimal coverage. Follow for more financial tips and insights! Jason Neighbor

Imagine turning your life around with a simple financial strategy. 🔄 That's what happened to the Johnsons with Infinite Banking. 💰 They secured their retirement and children's education, all while enjoying life's moments. 🎓🌴 Want to know how they did it? Drop a '💡' below or contact us at (732) 770-0363! 📞 #FinancialFreedom #InfiniteBanking #SecureYourLegacy #LifeInsurance #CriticalIllnessInsurance #LivingBenefits #AreYouCovered #Insurance #IncomeProtection

Second to the banking industry, insurance is the largest financial industry in the world. Tune into the episode with Brad Stevenson to hear more about how he and his team are trying to reinvent the insurance industry through grassroots marketing. Listen here: https://lnkd.in/daUuFxCZ