Call to Freedom: The Secrets of Life Insurance

Dude it was an HONOR to attend my first professional soccer game with you, your daughter, and my wife. You have become much more than a business partner whom I’d do business with in a heartbeat. You are a friend, and dare I say you’re like family to me brother. Absolutely looking forward to what’s to come, and the many memories we’ll share. We will always be here for you and the Clardy family WHENEVER you need a leg up or a shoulder to lean on. Thank you for being you brother.

Being present during significant moments is crucial.

As Eckhart Tolle once stated:

“Realize deeply that the present moment is all you ever have.”

By holding our focus on the here and now, we harness more energy. This energy allows us to effectively do what we do best for our family and our communities.

It enhances our performance both in professional and business endeavors. It creates excellence across all areas of our lives.

By staying focused in the present, we ensure each moment is meaningful and we are able to offer our best to those who depend on us and love us.

Surround yourself with those who uplift you both personally and professionally. The five closest people in our lives impact not just our careers but also our personal growth. They are the mirrors reflecting our values, offering guidance, challenging us to grow, and providing a safe space for ideas to flourish. Here's to the inner circle that shapes us into the best versions of ourselves.

“Bringing Life back to the Industry”
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🎉 Exciting News Alert! Help secure your loved ones’ futures while earning big with our 20% referral program! Help us spread the word about the Secrets of life insurance and get rewarded for every successful referral.

Your support means the world to us, and together, we’re making a real difference! Payments are sent swiftly once the policies have been issued. Together we can make life insurance fun, purposeful and rewarding.

“Bringing Life back to the Industry”
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We’ve got a new Sturgeon on the loose! 🐶 While it’s no child, the responsibilities are increasing nonetheless, and we are ready for this next step in our journey together 💜 She’s even getting along well with this weird moving rock in our yard… 🐢

“Bringing Life back to the Industry”
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🏡 With those keys in your hand, you’ve turned your dreams into a reality. Your home isn’t simply walls—it’s the backdrop to your life, your dreams, your future. Stepping inside, that surge of accomplishment hits you hard, a reminder of all those late nights, sacrifices, and hard work paying off. It’s a testament to your grit and determination.
 
And with life insurance fortifying this achievement, your legacy remains intact & protected. Let’s ensure the security of your haven and your loved ones. If you’re ready to take the next step and want to learn more about the Secrets of life insurance, let’s have an authentic conversation today. 💬🔐
 
“Bringing Life back to the Industry”
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‘Every little thing, gonna be alright’ 🎤 pc: Thank you again for taking the time to have lunch with me.

I am thrilled to announce my membership into the Santa Fe Springs Chamber of Commerce! 🎉 Thank you to my wife for the photo creds… (she made me say this)

I’m very excited to join this esteemed community of professionals who are dedicated to growth and innovation. Here’s to forging new connections and making meaningful impacts together!

“Bringing Life back to the Industry”
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While it may not be every day like it used to be, it’s always special when the three of us (now 4) get to sit down and have breakfast together 💜

We don’t go to “any” dentist. We go to THE dentist who makes us feel the most comfortable during that hour of pain and suffering. Key person insurance leaves no doubt that all our favorite dentists are protected and can focus on what they do best… serving YOU 💙

Giving our kids options is not always an easy task. Often times we choose not to save for the future and we give this responsibility away to our bills, our job that doesn’t pay enough, and our family who has to make up for our shortcomings.

We have the ability to leave no doubt that our family will experience a future filled with options. One way were able to do that is through cash flow life insurance, which does what no other insurance product can do for you.

We would love to help guide you in this decision, and see if it even makes sense.

“Bringing Life back to the Industry”
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Are you a key person in your business? Does the company’s growth depend on your well-being, or can it survive without you?

Key person life insurance is a solution that was made to protect the present and future of your business. To leave no doubt in the dreams you have planned and why you started your company to begin with.

“Bringing Life back to the Industry”
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She’s gotten me into her protein shakes, and I’ve gotten her into dressing up in something other than sweat pants and workout clothes 🤭😂

It’s exciting to experience new things. That’s why we get such a thrill out of traveling because we get to experience how other cultures live and what their unique difference are.

At Call to Freedom, we are bringing Life back to the Industry, and giving you an experience you haven’t seen or felt before.

We serve you at the highest level and will only promote a solution that benefits and does not compromise you.

We erase and block out all the noise we’ve heard up until now about Life Insurance, and we re-teach how it needs to be thought of; as a living, breathing entity that is here to serve you.

Give us a call or send a message if you want CLEAR information about life insurance and all the amazing benefits it has to offer you and your family when done correctly.
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Mortality is never easy to talk about. Protecting your most valuable asset can be. 🏡

In the event you are no longer able to support the dreams you discussed with your wife… shared with your kids... wouldn’t you want them to be able to live out those dreams even if you were no longer around to live it out with them?

Life insurance can be for us, but very often it’s for the ones we love most. 💜

We would love to navigate you through the process and help you determine if life insurance even makes sense for you at this stage in your life.

“Bringing Life back to the Industry”______________________________________________

Would the future of your company be uncertain if you were no longer fit or able to run the day to day operations? Depending on your answer, Key person insurance may be a solution for you.

Not only to protect against any uncertainty, but to set aside and build a reservoir of cash flow that can be used at any given time, or simply stored in this tax friendly environment for a rainy day. We would love to go through your options with you.

“Bringing Life back to the Industry”
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🚨 Are you an insurance agent or financial advisor who would like to learn how to properly structure a life insurance policy for your clients?

I am more than happy to set aside the time and teach you how. 🙏🏻 In fact, it would be an honor!

No strings attached.

I simply want to help all agents feel confident they’re doing what’s best for each client!

New set of Headshots for a New Year 💜

Thank you Ute Reckhorn for doing such a tremendous job! I am very grateful for your creative touch and expertise in this. You really helped bring out the vision we have for our company!

For any of you who are looking for excellent photography work this coming year… whether it be family photos, branding for your business, or you’re in need of a headshot upgrade, look no further than California Lover - Photography by Ute Reckhorn 🙏🏻

What a wonderful lunch with some of my favorite people 😌 The wife REALLY knows how to cook guys, I better watch out 😳😮‍💨

Wealth Creation 💰 and Inter-generational ♾️ Wealth Transfer: Insights from the Rockefellers and Rothschilds

The Rockefellers and Rothschilds are two prominent 🙌🏻 families known for their immense wealth and long-lasting financial legacies.

They exemplify how the strategic use of other people’s money (OPM) and good debt can facilitate wealth growth and inter-generational wealth transfer.

For example, the Rockefellers leveraged OPM to establish Standard Oil, a groundbreaking oil refining and distribution empire.

Similarly, the Rothschilds utilized OPM to establish banking institutions across Europe, which enabled them to finance large-scale projects, invest in government bonds, and facilitate international trade.

Both families prioritized the preservation 🙏🏻 and inter-generational transfer of their wealth. They established family offices, trusts, and foundations to manage their assets and ensure their continued growth 🌱 for future generations. 👨‍👩‍👧‍👧

Studying 📚👀 the strategies employed by these iconic families can provide valuable insights into effective wealth creation, responsible debt management, and the importance of inter-generational wealth transfer for those seeking to build and sustain lasting financial legacies.
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🏘️ Rental Property Owners in 2023: Navigating Taxes and Market Saturation 📊

Owning rental properties can be a rewarding venture, but it's not without its challenges. In 2023, landlords faced a double whammy of tax complexities and a saturated market. 📉💰

Despite the hurdles, resilient landlords who embraced innovation, sought expert advice, and prioritized tenant satisfaction have found success in the dynamic rental landscape of 2023. 🚀💪



Link to Article:

Short-Term Rental Saturation Leads to a Correction – and Lots of Home Sales As short-term rental return projections sober up, investors and owners in some markets are plotting their exit.

Had a great lunch today with residential real estate extraordinaire! He never ceases to amaze me with his professionalism and love to help California residents find the right home for THEM.

If he’s not riding his motorbike 🏍️ and exploring all of what California has to offer, he is here for YOU. Whether it be years in advance of your home buying decision, or you need to make a move sooner rather than later, I encourage you to call Greg Ernst 🤙🏻

Always proud of you and the way you do it brother!