Article Topic: Insurance

Financial thoughts, tips and tricks for you to consider.

Is your term insurance Bad?

Is your term insurance bad? As an advocate of wealth insurance and infinite banking policies, I am often asked, “Is term insurance bad?”. There is nothing inherently wrong with term insurance.   Its a cost-effective way to get people coverage and peace of mind.     ...

Own, Don’t Rent Your Insurance

If what you KNEW to be true about insurance was not true, when would you want to know? Most consumers are under the impression that term insurance, like Term 10 or Term 20, costs significantly less than permanent insurance. But that is like saying renting a house...
10 Strategic Uses for Cash Value Insurance

10 Strategic Uses for Cash Value Insurance

Paydown versus interest only - enhance lifestyle by spending more of your wealth Reduce pressure on capital – less capital is needed to produce the same retirement lifestyle Reduce pressure on withdrawal rates – less reliance on traditional retirement savings and less...

read more
Go Ahead … Fall In Love!

Go Ahead … Fall In Love!

There is a saying when it comes to investments, don’t fall in love with them.   Just because a particular stock has done right by you in the past, does not necessarily mean it should be a permanent relationship. However, when it comes to the infinite banking concept …...

read more
Insure Your Lifestyle

Insure Your Lifestyle

As a Wealth Strategist the number one question I get from people approaching retirement is, “How much do I need to retire?”   And far too often we are not having the “What’s my number?” discussion early enough in the financial planning process.     Real Estate has...

read more

905-425-5327 • vws@live.ca

Kathleen van den Berg, MBA, CFP

4 Branthaven Court
Brooklin, Ontario  L1M 0B2
Canada