How to create financial security from meager assets and income

From a client, Marilyn, in New Mexico:


I appreciate that you listen to what I want to achieve and what I’m worried about, rather than telling me what you think should be important to me. I’m impressed you could look at my rather meager assets and income and devise solutions that have given me more financial peace of mind than I ever got having 401Ks.

Your meticulous attention to detail assures me that I know exactly what to expect.  In addition, you’ve given me a different perspective about making my money work for me. I actually feel I have control.



Must be I ain’t just whistlin’ Dixie with this insurance planning stuff.

If you want to do more with your allegedly “meager” assets, come join the others on my email list.

David Lewis

This post brought to you by //The Rogue Agent//. David has been a life insurance agent, and worked with some of the oldest and most respected mutual life insurance companies in the U.S., since 2004. Learn more about him and his business, here.