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    Lock In Your Health
    Dave Gillespie
    • Nov 16, 2020
    • 1 min

    Lock In Your Health

    Life insurance - cash value optimized whole life insurance from a mutual insurance company - can be a safe foundation for any savings and...
    20 views0 comments
    5 Considerations When Selecting a Beneficiary
    Dave Gillespie
    • Oct 15, 2020
    • 4 min

    5 Considerations When Selecting a Beneficiary

    by MARGARET MULDOON You would think that executing an estate plan is the final step in the estate planning process — but there is still a...
    2 views0 comments
    How Much Insurance Would You Want If You Didn't Have to Pay the Premiums?
    Dave Gillespie
    • May 6, 2020
    • 1 min

    How Much Insurance Would You Want If You Didn't Have to Pay the Premiums?

    Leverage can increase potential returns but often requires personal risk
    26 views0 comments
    THE Flexible Legacy Vehicle
    Dave Gillespie
    • Sep 21, 2019
    • 2 min

    THE Flexible Legacy Vehicle

    Have you worked hard all your life, been successful and want your money to go exactly where you want it to go when you die? What are the...
    11 views0 comments

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