Description

A short episode about an article that Curtis read written by Kim Butler. She co-founded the Prosperity Economics Movement which promotes education in building and protecting wealth. Stay tuned, and listen to the insights shared in this article. Enjoy!

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 www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - curtmay@gmail.com 
• Call his office - 610-622-3121
• Kim Butler’s book: https://www.amazon.com/Live-Your-Life-Insurance-Surprising-ebook/dp/B006VUDLMC

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• Schedule a 15-Minute Call with Curtis 
• Free Ebook Financial Planning Has Failed

Show Notes

• A checklist to review the benefits of life insurance - 2:12
• Why insurance can help you protect your family - 3:09
• How to build a legacy with life insurance - 3:33
• Make sure to review the beneficiaries of your policy - 5:00
• A good tip: put more than one beneficiary in your policy - 5:50
• Never name minor children as beneficiaries - 8:32
• What is Estate Planning? - 9:56
• Benefits of having a Trust - 11:37
• Having a will and a life insurance policy - 15:02
• The importance of having somebody you can trust - 16:56

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