You’re reading this online. You’re probably reading most (if not all) of your content online. Like it or not, what happens on these screens is a major part of our lives today, and if you’re not here, using this platform to reach your audience, you’re missing out. In the rapidly evolving landscape of financial services, the shift toward establishing a…
Here’s a case study illustrating how we transformed a complex succession challenge, involving overseas properties, minor children, and intricate family dynamics, into a robust wealth-building strategy, fortified by a $7 million life insurance plan. Around two decades ago, Kabir, a dynamic entrepreneur, embarked on a business venture in Azerbaijan, establishing a thriving presence in the region’s oil and gas sector.…
Today, I’m unveiling two parallel tales of client journeys, each concluding in entirely different destinies. Let’s dive into the first narrative—a client named Aditya stepped into our financial realm as far back as 2000. This client, at the helm of a sizable family, and whatever he does, his three siblings follow suit. They share identical contracts, united by family bonds…
You know how it is with your current clientele. They didn’t exactly fall into your lap through a well-executed plan. It was more like chance encounters—maybe at a conference, a recommendation from a friend, or the outcome of a cold call or email. But here’s the thing: if you’re eyeing a more exclusive clientele and dreaming of that income graph…
In a world that’s gone digital-crazy, where screens dictate our lives, there’s still something magical about standing on a stage, addressing a live audience. It’s like taking a step back in time, where words hang in the air, not just pixels on a screen. In a world where information bombards us non-stop, there’s real power in face-to-face, heart-to-heart conversations. So,…
In this case study, we examine the insurance strategies of two first-generation entrepreneurs, Joshua and Edward, who are now in their late seventies. They didn’t inherit their businesses; they built them from scratch decades ago. Their empires have gone global, with the second generation now running the show. The Challenge: Despite their successes, both Joshua and Edward were facing a…
