Day By Day’s Post

Recently, one of our clients faced a sudden emergency when his mother suffered a fracture and needed immediate hospitalization. In a moment of panic, he reached out to us for an instant policy card and assistance with contacting the insurance company. Thanks to our proactive planning and the separate insurance policy we had suggested him to take for his parents, everything was swiftly arranged. He expressed immense gratitude for our foresight and the smooth process during such a stressful time. At Stealth Wealth, our priority is to preserve and protect your wealth and well-being before focusing on growth. This incident underscores the importance of securing yourself and your loved ones against unforeseen events, a lesson often overlooked but critical for true financial security. In my long journey in this sector, I’ve seen that many people don’t fully grasp the power of such protective measures, unlike in some other countries where it's more common practice. Stealth Wealth, founded by Certified Financial Planners (CFPs), is dedicated to planning for uncertainties and future goals well in advance. We are here to ensure you are prepared for life's uncertainties, providing peace of mind and robust financial planning. *Note*: Names and details are confidential as we are very discreet about our clients' data. #WealthManagement #FinancialPlanning #ClientStories #Insurance #WealthPreservation #CFP #StealthWealth #FinancialSecurity #ProtectWhatMatters #PeaceOfMind

If you enjoyed this Thread, I wrote an entire book on protecting your most valuable asset: your business. You might enjoy: - Strategies to prevent fraud - Keyman insurance insights - Other essential protection tactics Over 10,000 copies sold & 500 reviews. [Link] Protecting your business is essential. We offer free M&A process navigation, take an equity stake instead of a fee, and help boost your retirement nest egg. Contact us for data-backed solutions that maximize value and empower business owners. - contact phone: +12144069030 - contact email: devesh@axissolutionsgroup.com - website: https://lnkd.in/ewy4pjh2 Visit our website for more information. Share or comment if you found this helpful. #BusinessProtection #MergersAndAcquisitions #FinancialSecurity #TheCapitalistsCorner

Bank Rules Relaxed: Short-Term Win, Long-Term Risk? In a surprising move, regulators might be easing up on big banks, potentially freeing up billions in capital. Good news for banks? Maybe. • This could help them compete with private equity firms in the lending market. • More capital means more opportunities for growth and investment. But hold on... there's a catch. • History tells us that changes in capital requirements often lead to lawsuits. • Think E&O, D&O, and combined litigation - all potential headaches for banks. What does this mean for you? Don't get caught off guard. Make sure you have the right insurance coverage to protect yourself from potential lawsuits. Like this post and comment "protection" for a FREE checklist of insurance coverages your financial institution needs to consider. Stay informed and stay protected. Subscribe to our weekly 5-minute newsletter for insights on the financial institution insurance market (Link in Bio) Need expert advice? We're here to help you navigate the complex world of financial institution insurance. #staycovered Natasha I. Kiemnec, ARM Mark Flippen

Happening Tomorrow! 🚀 Join Branch Insurance and FIDO for a webinar “Lessons from a Financial Services Passkey Deployment” 💵 Learn more and REGISTER 👉 https://lnkd.in/eW4fqYjx

Many finfluencers will not like this, but here’s the truth: Fixed Deposits (FDs) and Life Insurance are the basic foundation of your investment journey. Why? Because you need a safety net for your family if you're not around. Life insurance ensures they’re financially secure. Opt for a simple term insurance plan with enough coverage to safeguard their future. I know, thinking about what happens after we're gone feels intense. (Though, for a famous podcaster, it might be the next big topic: Kabhi Maut Ke Baare Mein Socha Hai?!) Still, having a backup plan is smart, right? Now, let’s talk about FDs. They can be lifesavers during financial emergencies, whether it's layoffs or when you resign and get rid of your toxic boss. I’m not saying pour all your savings into insurance and FDs. Just don’t dismiss them for the now cool and trending investments like SIPs, stock trading, or crypto. Balance is key. 🗝️ A mix of traditional and modern investments helps you diversify and reduce risks. What do you think? ✓ Let’s connect and follow me, Kshitij Prasad, for more personal finance tips. 😊 #FixedDeposits #LifeInsurance #KaamKiBaatKshitijKeSaath #PersonalFinance

A few reminders to help those looking to regain control over their finances and break free from relying on traditional banks and lenders: Your money doesn’t have to flow through the hands of banks and lenders to grow. There’s a way to take back control over how your money is stored and used. You can “become your own banker.” Nelson Nash’s concept shows how you can create a personal system to manage the flow of your money through a specific type of life insurance contract. This strategy has been around for decades. While it’s not widely known, it’s been quietly used for generations to build financial independence. Control is key. By putting the banking equation in your favor, you can make your money work harder for you without being at the mercy of lenders. What else would you add? If you’re exploring ways to gain financial control, let’s talk—DM me or comment below.

A few reminders to help those looking to regain control over their finances and break free from relying on traditional banks and lenders: Your money doesn’t have to flow through the hands of banks and lenders to grow. There’s a way to take back control over how your money is stored and used. You can “become your own banker.” Nelson Nash’s concept shows how you can create a personal system to manage the flow of your money through a specific type of life insurance contract. This strategy has been around for decades. While it’s not widely known, it’s been quietly used for generations to build financial independence. Control is key. By putting the banking equation in your favor, you can make your money work harder for you without being at the mercy of lenders. What else would you add? If you’re exploring ways to gain financial control, let’s talk—DM me or comment below.

Ensuring the financial security 👮 and compliance of your plan is paramount as an employee benefit plan sponsor. One aspect involves understanding the nuances between a fidelity bond and fidelity insurance. Neena Shukla, Partner at PBMares, dives into the details of these two tools and clarifies their roles and why they are crucial for your plan’s integrity. https://lnkd.in/eggQCRG6

This week, I'm going to dive deep into why Americans have invested over 3 Trillion dollars into annuities …   1.Safety/Security - The Insurance industry is very heavily regulated, Insurance companies are required to set aside $2 for every $1 of business risk on their books, BUT, most of the top companies hold 3 to 6 times the required liquid reserves. - What about the FDIC?  ...They can take up to 10 years to pay you back, and have only a fraction of cash reserves for the total amount of bank accounts they are insuring. Follow or Connect to continue the journey!

Feeling Stuck Financially? Many people find themselves at a crossroads, unsure how to move forward and gain control over their finances. 💸 But what if you could turn the financial system to work for you instead of against you? At Legacy Privacy Bank, we help you do just that. Whole Life Insurance is more than just a safety net—it's a tool to create your personal bank. By leveraging the cash value in your policy, you can accelerate your financial future, create opportunities, and access liquidity when needed most. No more waiting for the "right time" to take control. This strategy empowers you to grow your wealth on your terms. Let’s talk about how Legacy Privacy Bank can help you use Whole Life Insurance to start building YOUR personal bank and finally break free from financial stagnation. 🏦💡 #FinancialFreedom #WealthBuilding #WholeLifeInsurance #InfiniteBanking #PersonalBank #FinanceTips #LegacyPrivacyBank #FuturePlanning #MoneyManagement