Latest blog posts
Tool and strategies modern teams need to help their companies grow.

The Hidden Financial Power of Life Insurance: Five Advantages No One Talks About
For many people, life insurance is viewed as a simple safety net. If something happens, your family is protected.

Is the 4% Rule Dead? Why Today’s Retirees Need a New Strategy
For decades, financial advisors have treated the 4% withdrawal rule as the holy grail of retirement planning.

Inflation Isn’t the Real Risk—Volatility Is
Inflation gets the headlines. Markets get the blame. Politics gets the attention.

Why Term Life Insurance Often Fails Wealthy Families
Term life insurance is frequently described as simple, affordable, and sufficient.

The Succession Crisis Most Business Owners Aren’t Prepared For
Most business owners assume succession is a leadership problem. In reality, it is a liquidity problem.

Why Automation Hasn’t Replaced Advisors
Automation has reshaped financial services. Portfolios rebalance automatically.

When Money Complicates Family
Money has a way of changing family dynamics, even in families that are otherwise close and well intentioned.

Why Life Insurance Is Quietly Replacing Bonds for Certain Investors
For decades, bonds were considered the anchor of a conservative portfolio.

Exit Planning Isn’t About Selling—It’s About Control
When business owners hear the phrase “exit planning,” most assume it means preparing to sell.

The Truth About Variable Universal Life and the Scam Narrative
Variable Universal Life insurance has become one of the most controversial products in financial planning.

How AI Is Transforming Life Insurance—and Why That’s Good for Clients
Artificial intelligence is quietly reshaping the life insurance industry. While headlines often focus on disruption and automation, the reality is more nuanced—and far more positive for policyholders.

Why Liquidity Is the Most Underrated Asset in Wealth Planning
For many affluent families, wealth appears abundant on paper yet constrained in practice.

Inflation Isn’t the Real Risk—Volatility Is
Inflation gets the headlines. Markets get the blame. Politics gets the attention.

The Silent Tax Squeeze on Affluent Families
How High Earners Are Paying More Without a Rate Hike and How Texas Life Group Helps Restore Control

Recessions Don’t Create Problems—They Expose Them
Recessions rarely arrive as a single moment. They emerge gradually, often after long periods of confidence and expansion.










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