Family Retreats and Vacations with a Purpose

“ I sustain myself with the love of family.” Maya Angelou Family retreats and vacations with a purpose are a powerful tool to unite families around what matters most. WHY HOLD A FAMILY RETREAT AND VACATION WITH A PURPOSE We’ve arrived by Jeep, by plane, by car and by Harley. We’ve gathered at the family…

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Buy-Sell Agreements with Indexed Universal Life Insurance

Buy-sell Agreements with Indexed Universal Life Insurance can provide powerful risk management protection. In business, there are often key individuals on whom the business depends. When Kate Laramy’s husband passed away from an accident, she was devastated. Not only was she facing life without Ken, but she would now be a single mother raising six…

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The Doug Andrew Story – A Defining Moment

  Doug Andrew‘s story started in 1974, when Doug was in his early twenties, he started his career in insurance and securities. He built his clientele door to door, relationship to relationship, studying the intricacies of the financial services industry as he went. Within a few years, he was a rising star at his firm.…

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Case Studies on Retirement Tax Reduction

CASE STUDY #1: FROM HIGH TAX BRACKETS TO LOW In our first case study on retirement tax reduction, Steve and Leslie Franks had been in the highest tax bracket for years. Now in their 60s, they were looking ahead, and the last thing they wanted to do was split their future retirement income with Uncle…

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Save Retirement Taxes with Indexed Universal Life Insurance

WORKING AND SAVING HARD They had just turned age 60 when they started to seriously analyze their retirement plans. The Garners had spent their careers working hard, earning a moderate income. They anticipated they would have enough for retirement between their pensions and other traditional accounts (including 401[k]s, 403[b]s, and TSAs—with a total value of…

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Harvard Business Review: Prioritize Your Opportunities with This Checklist

This article, Prioritize Your Opportunities with This Checklist, written by our Founder Doug Andrew, was just published on Harvard Business Review. How do you evaluate a business opportunity? The world is replete with SWOT mechanisms for evaluating a prospective new product offering, as well as with opportunity assessment templates for evaluating a project against overall business…

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C-Suite TV: Doug Andrew on Entitlement Abolition

Live Abundant Founder Doug Andrew appeared appeared on today’s Season 5 episode of C-Suite Book Club’s Best Seller TV talking about how to eliminate the recent proliferation of entitlement in the workplace and at home. Best Seller TV interviews the authors of the world’s leading business books to understand what makes their books stand out…

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How to Avoid the Financial Mistake Millions of Americans Make

[fve]http://youtu.be/gtX-1nLCixs[/fve] Here’s a question for you. Which would you rather have: one horse working for you, or two horses? Can you have two horses working for you, even if you owe money on one of the horses? Of course. This example may seem obvious, but when it comes to real estate and equity, somehow everyone…

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A Little Math Goes a Long Way in Preparing for Your Future

[fve]http://youtu.be/e_CEhZpIXC4[/fve] We all want financial freedom, a life of abundance. We hope to have more than enough to cover our needs, to provide for meaningful experiences, to prepare for comfortable retirement years, and to help family, friends and charities along the way. In that pursuit, one of the ways we talk about accumulating wealth is…

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What’s It Worth?

[fve]http://youtu.be/qhoVZ6Qxw1U[/fve] This video is a little longer than usual, but we loved the content. As anyone who has seen significant success knows, true progress hinges on creating and maintaining a vision of where you want to go, providing a map for how to get there, and establishing accountability for reaching the steps along the way.…

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