Article Topic: Insurance

Financial thoughts, tips and tricks for you to consider.

Option traders should invest in insurance.

Option traders should invest in insurance. Many of my connections in the real estate world took the initiative this year to learn about option trading and are actively relying on this strategy for income and wealth creation.   Congratulations if you have taken the...

Infinite Banking is not Life Insurance

I have been getting a lot of inquires lately about infinite banking life insurance. Firstly, infinite banking is not life insurance.   But rather, infinite banking is a concept.   There are many other descriptions for the same idea.    Be your own banker.   Circle of...
Don’t Wait

Don’t Wait

If you require permanent life insurance coverage for family, estate planning, business, or tax planning purposes or you just wish to accumulate money in your life insurance program it may be time to look at a permanent, level cost solution. Many of us purchase large...

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Put A Ring On It

Put A Ring On It

I was recently at a networking event when I was introduced to an established and experienced real estate agent. In conversation I learned that she had just recently closed a big sale and as a reward she gave herself a brand new diamond ring worth over 15K. Nervously...

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The Goose Or The Egg

The Goose Or The Egg

If you owned the goose that laid the golden egg … which would you insure first? As long as you have the goose you can always get more eggs.  So, if you’re smart you’d insured the goose before you insure the egg. Sadly, most of us insure the egg, and omit insuring the...

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The Why & How Much Of Life Insurance

The Why & How Much Of Life Insurance

If you are not sure if you need life insurance or how much you need, then you are not the only one. Insurance is a function of your financial liability and income replacement in case of untimely death. And there is generally an adjustment made for current savings (not...

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Certainty of Money

Certainty of Money

The certainty of money in the future creates a world in which we can behave very differently now.   Let’s take a look at a simple example.   Imagine that you were entitled to a $500K bonus from your company, but the caveat is that it would not be paid out for 5...

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I Feel Shame

I Feel Shame

As a wealth strategist I work with individuals and families to improve cash flow and build significantly greater long term wealth. The problem is I have been overly focused on one strategy in particular.   Real Estate.    Real estate funds, rental properties, rent to...

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905-425-5327 • vws@live.ca

Kathleen van den Berg, MBA, CFP

4 Branthaven Court
Brooklin, Ontario  L1M 0B2
Canada