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Jun 6, 2018

Leaving your insurance policies filed away and forgotten about can be harming you. Curtis explains what to look out for and how to review your policy to make sure you are on top of any surprises. Call Curtis at 610-622-3121 and he will review your policies with you.


Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit


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Show Notes

  • If you borrow against your permanent it’s a loan you have to pay back. - 2:05
  • Why Universal Life is unstable and something you may want to avoid. - 4:00
  • Call Curtis and he’ll do a review with you. - 7:21
  • Why you must use a convertible term policy. - 8:44
  • The term conversion strategy. - 10:55
  • How real estate makes your investments more efficient. - 14:08


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