The Study Of Our Business – Episode 029

Kim Butler and Todd Strobel discuss a recent analysis from an insurance company we do business with. What do the findings tell us? What kind of life insurance do our clients buy, and why? What do they do with it? What do we know about our clients from the study? Find out on today’s show.

If you would like the opportunity for us to answer your question on the show, be sure to keep sending us questions!

Show Notes:

[0:00] Prologue

[0:19] Intro

[1:01] What’s Up at Prosperity Thinkers?

[2:49] Assets Under Management

[4:11] Death Benefit Over Time

[9:01] Creating an Arbitrage

[11:08] The Insurance Benefit

[12:47] Big Picture Numbers

[16:08] Shift in Thinking

[18:02] Diversity in Ages

[19:39] Financial Planning Has Failed

[20:11] Wrap-Up

[20:21] Outro

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