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Discovering Wisdom, over Coffee with Mark Bertrang

Jul 23, 2020

Each life insurance application has a separate page in which the insurance agent needs to complete or “field underwrite” about the why you are applying for life insurance.  What are they saying about you?  Mark Bertrang discusses Executive Bonus Arrangements, Key Person Plans, Buy-Sell Provisions, Deferral...

Jul 15, 2020

Most people have plenty of questions before they meet with a qualified attorney for the very first time to prepare a will or other estate planning documents.  This is not a 'how-too' podcast; but, it's a how-do-I-prepare podcast.  How-do-I-prepare to have a thoughtful conversation with a lawyer to draft one of the most...

Jul 9, 2020

How should you prepare to have a Will Discussion with a qualified attorney?  What should you consider?  What should you know? What should you be asking?  How does the Life Insurance Asset play into these plans?

Jun 25, 2020

The government’s small business Administration, your local bank and credit union focuses on your assets and liabilities when determining your creditworthiness for a loan.  Mark Bertrang explains how your whole life insurance policy can plan a crucial role during this process.

Jun 12, 2020

How do you determine your financial economic worth? Why is it important?  A "rule of thumb" does not work and cheats families out of the dreams and aspirations that were hoped and planned for.  During this presentation, Mark Bertrang helps to walk you through the reasoning and arithmetic in helping to determine your own...