FINANCING YOUR LIFE

ALL ABOUT ME

For over 20 years I have loved learning about money.  I think it first started when I was in my teens and I was blessed to be given some inheritance by my great grandmother.
It was the early 1990's and technology and the internet was starting to boom.  We had a financial advisor sell us on mutual funds...while they definitely didn't do poorly, I had been reading about this little company called Microsoft and how they were going to be releasing a life altering operating system, code-named "Chicago".  It was then I knew I wanted to put all my money into Microsoft..."Chicago" was Windows 95, and the rest is history.
Fast forward several years and I still have a love of finance.  This time around, however, I have a bad experience.  I was lied to.  I was cheated out of my money and I quickly became disillusioned. I had bought a product that I thought I understood, that seemed too good to be true, and later I would find out...it was.
Fast forward to 2008.  I get married and my new wife gives me the chance to chase my dream.  I land a position with MassMutual.  Less than a month before I take my first test, Lehman Brothers collapses.  The beginning of the worst recession since the great depression has officially begun.  It would be 2 months after I finished all my tests the new low would arrive for the S&P 500.  
I was learning tonnes, I loved learning, talking about, and dressing the part each day...but at the same time I had no clients and my wife was quickly freaking out over my lack of income.
I had to move on...but never gave up my licences, and all the knowledge I learned about Life Insurance has just been reinforced over the last 10 years with the few mentors I have found and learned from...Whole Life Insurance is the most versatile financial tool we have, and a properly structured policy is the greatest tool in the tool box.