by Brock Fortner | May 27, 2025 | Life Insurance
Most people think life insurance only pays when you die. That’s not true with whole life insurance. The living benefits of whole life insurance can transform your financial strategy today. These are benefits beyond the death benefit that can be leveraged while...
by Brock Fortner | May 27, 2025 | Life Insurance
In the financial world, the spotlight is often on net worth — the grand total of what you own minus what you owe. And it makes sense on the surface. It’s an easy number to chase, track, and brag about. But if there’s one mindset shift I wish every client would embrace...
by Brock Fortner | May 27, 2025 | Life Insurance
For many high-income earners, financial discipline feels like second nature. You automate retirement contributions, pay off debt when you can, and try to save what’s left over. But if you’re still feeling stuck, here’s the hard truth: Most people invest automatically...
by Brock Fortner | May 16, 2025 | Life Insurance
“Where should I invest my money?” It’s the question I hear most often from clients and prospects. People want the magic answer. They hope I’ll reveal the perfect investment that guarantees returns. But I can’t tell you where to put your...
by Brock Fortner | Apr 30, 2025 | Life Insurance
You’re staring at three different retirement accounts from old jobs. Your insurance policies are scattered across three different agents. Last month, you missed a credit card payment because the bill got lost in your email. And when your accountant asked about...
