Transfers of Wealth

The Circle of Wealth System is a third-party software system used to graphically illustrate many of the features and benefits of fixed, permanent life insurance, and how it might be used as a financial solution for a client’s situation. We use the following tools within this system to demonstrate financial principles, and to explore your situation:

June 24, 2022

On Wednesday June 15th, the Federal Reserve raised interest rates by 0.75%. The next day, the markets continued sliding further into a bear market. This information breaks down the causes of this new bear market, including...

The American Rescue Plan Act of 2021

April 05, 2021

Major happenings again this past month. A third round of stimulus was passed. This blog breaks down the recent $1.9 trillion stimulus bill passed by Congress. Roughly one year ago, Congress passed the Coronavirus Aid, Relief, and...

The Rest of The Story

November 04, 2020

This year, I accomplished a personal dream. That dream was to hunt elk for the whole month of September, and harvest a bull elk with archery equipment on public land. Many thought I was crazy to spend that amount of time and money to...