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New to Family Banking?

Blake will give you the overview in 10 minutes.

Welcome to the Beginner's Course

Introduction to the Course
1) Savings v Investing
2) Spender, Saver, and Compound Interest
3) Compound vs Simple Interest
4) The Banking Process
5) Lesson on Life Insurance
6) How to Overfund a Policy
7) How to Collateralize a Policy
8) Case Study
What's Next?
Introduction to the Course

1) Savings v Investing


Life insurance is not an investment.

2) Spender, Saver, and Compound Interest


There is a hidden cost to paying cash.

3) Compound vs Simple Interest


Never liquidate your savings.

4) The Banking Process


You are involved in the banking process. Which roles do you play?

5) Lesson on Life Insurance


The IRS sets the maximum amount of cash that you can put into a policy. Why?

6) How to Overfund a Policy


Minimize the death benefit and maximize the cash value.

7) How to Collateralize a Policy


Let your money grow even as you use it.

8) Case Study


Calculate cost of paying cash.

What's Next?

Want to see if we're a good fit?

Schedule a Clarity Call

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320 W Lake Lansing Rd
East Lansing, MI 48823

Blake Brogan Contact Blake and Tim:
(517) 803-8535
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