• Tombstone Exercise - Episode 111

  • May 8 2024
  • Length: 12 mins
  • Podcast

Tombstone Exercise - Episode 111

  • Summary

  • Dive into the certainties of life with Colton & Joel McGriff as they bring a fresh perspective to life insurance and financial planning. Discover how understanding life's guarantees can shape a secure future. Tune in for insights that go beyond the norm. Worth every minute!

    Highlights:

    • Discussing the inevitability of death and its impact on life and faith.
    • Guarantee as a "dirty word" in financial industries contrasted with life insurance certainty.
    • Personal anecdote of attending a church retreat and a baptism, tying into themes of life and community.
    • Reflecting on mortality while walking in a cemetery, connecting to life insurance planning.
    • The uncertainties of life span and the importance of planning for any outcome.
    • Utilizing life insurance guarantees to create financial certainty for families.
    • The simplicity of life insurance planning and its connection to actuarial science.
    • Focusing on what matters in client relationships beyond financial market fluctuations.
    • Being proactive in financial planning to capitalize on market opportunities.
    • Reviewing the tombstone exercise as a means to address guaranteed aspects of life and influence unknown variables in financial planning.


    Resources and Links:

    • https://www.themcgriffalliance.com
    • colton@tmafamily.com
    • kierson@tmafamily.com
    • joel@tmafamily.com
    • Phone: 205-991-4448

    Call To Action:
    FREE eBook: Why Life Settlements Make Sense
    Schedule a Free Consultation by clicking here

    How to Listen:
    Subscribe on Apple Podcasts
    Follow on Spotify

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