Purpose with Mark Bertrang

In the mid-1960s Michael Caine starred in a British comedy/drama title: Alfie. It might be better known by the question which was also part of its title and a song which became famous by Dionne Warwick - "What's it all about?". Today is Mark Bertrang's birthday and it is not unusually for each of us to ask this same question of ourselves. Mark shares an intimate story of what he believes his calling is all about.

: If you research down through the ages, you can actually see how your simple cup of morning Joe has been maligned. Coffee was thought to make you weak, lazy and of questionable value. Coffee? This simply tells of a then popular opinion before people actually knew the facts. Some of these researched opinions were still considered valid as little as thirty years ago. Think how your days would be different without your morning brew. The same might be said regarding owning a portfolio of quality mutual insurance company whole life insurance. It's unfortunate that most consumers have not had the benefits and the actual uses of this time-tested product. Businesses know how it works. Banks know how it works. Individuals need to understand and make the decision for themselves on how to maximize their own 'living' with this unique asset which can provide safety and liquidity for emergencies and opportunities.

What does the upcoming acquisition of insurer Alleghany Corp. for $11.6 billion dollars by Berkshire Hathaway have to do with Pampered Chef parties? It's all about having the cash to take advantage of opportunities. You probably think you have to be Warren Buffett to have 'cash-on-hand' to build your future. You can also make a difference in your financial future with a simple loan against a mutually-owned whole life insurance policy. That's what Doris Christopher did. She was the founder of The Pampered Chef.

People gamble. They love to gamble. Unfortunately, there is always someone willing to help us depart from our hard earned money. It doesn't come as a surprise that during 2021 casinos took in more money than ever before, even during a time of limited public contact with one another due to Covid-19. What once was taboo is now embraced by the states, by national sports leagues and your local convenience store. Gambling has become big business to separate you from your money; because with most gaming, all the supporting characters along the way take their share of the prize money without putting any of their own money at risk. Those characters are the states, the national sports leagues and your local convenience store.

We have experienced little or no inflation for decades in the United States. Now inflation is hitting people where they live - groceries, cars, gasoline, auto, homeowner and health insurance premiums. There is still an asset that you can buy for pennies on the dollar and that can provide you with a place to store your safe money for emergencies and future opportunities. Mark Bertrang discusses the costs of inflation and options available with the Life Insurance Asset.

This is a free chapter from Mark Bertrang's book - Investments Don't Hug: Embracing the Life Insurance Asset, taken from Chapter six, titled "We thought we invincible". Enjoy this gift as read by the author and consider your purchase through Amazon, Barnes and Noble or listen to the audio through Audible or iTunes.

A recent article from the Wall Street Journal outlines exactly how an employer can take away a retirement benefit its employees' thought was untouchable. At the end of 2021, as many as 220,000 AT&T retirees had their life insurance benefits drastically reduced. After working for this company; many for their entire careers were affected. Could this happen to you? What can you do? Where do you begin?

The government regulates the safety features in every car that drives off the production line of America. Last year the safety features of each automobile were approximately four percent of its total price, not including the cost of the title, licensing and taxes. What can we learn about this four percent average and how the same four percent can safely protect our dignity and future incoming earning potential regarding on incomes, which is the single most important asset which we own?

It's time to talk year-end taxes. This is not a boring conversation. This is an extremely interesting visit with my guest is Mary Jo Werner, Attorney, Certified public account and Certified in Financial Forensic who is a partner with Wiplfi, who ranks among the top 20 accounting and business consulting firms in the nation. Mary Jo Werner specializes in litigation support for law firms and assists in fraud and forensic investigations.

What can you learn about an 80-year-old woman who needed three things to happen with her safe money? Number one – A better return than the bank. Number two - No taxes due on her gains, and Number three - an immediate increased estate for her children; Plus, the availability and liquidly of her money, if needed. Here's a real-life story using the Life Insurance Asset.