Wealth Connects

Wealth Connects

A community of wealth builders

Operating as usual

A Letter Arrived From Your Life Insurance Policy, You Should Read It. 09/02/2021

A Letter Arrived From Your Life Insurance Policy, You Should Read It.

“Remember, I can do so much for you than what you can ever do for me.”

#LifeInsuranceAwarenessMonth
#WealthWednesday

A Letter Arrived From Your Life Insurance Policy, You Should Read It. I used to work with a company that created this wonderful letter. It is a great reminder how important and powerful Life Insurance is for all of us.Septembe...

PERSONAL FINANCE: You, too, can create a trust 08/11/2021

PERSONAL FINANCE: You, too, can create a trust

Should you set-up a trust?

PERSONAL FINANCE: You, too, can create a trust Trusts are elegant financial vehicles that are not just for the wealthy. Trusts are elegant financial vehicles that are not just for the wealthy. You, too, can set one up, no matter how much, or how little, money you have.

The Pay Is High and Jobs Are Plentiful, but Few Want to Go Into Sales 08/04/2021

The Pay Is High and Jobs Are Plentiful, but Few Want to Go Into Sales

"Sales has dramatically changed in recent years, he says, shifting from cold calls to potential customers to consulting."

#WealthWednesday

The Pay Is High and Jobs Are Plentiful, but Few Want to Go Into Sales Sales positions these days are less about making cold calls and more about problem-solving with clients, but young workers may associate the work with high-pressure tactics, and finding people to take sales jobs is often tough.

Sitting on a pile of savings right now? Financial planners say there are 5 smart ways to use it 07/28/2021

Sitting on a pile of savings right now? Financial planners say there are 5 smart ways to use it

Some tips on what to do with your savings

#wealthwednesday

Sitting on a pile of savings right now? Financial planners say there are 5 smart ways to use it Many Americans are sitting on piles of savings after a year staying home. If you're one of them, don't let your cash languish in a checking account.

Photos from Wealth Connects's post 07/21/2021

Mind-Blowing Question of the Day:

Would you rather have $1 million dollars for 30 days of work or a penny that doubles everyday for 30 days of work?

Take-away from this morning's business training, courtesy of Marlowe Barga.

#wealthwednesday

7 Life Kit Episodes That Will Bring You Closer To Financial Independence 07/20/2021

7 Life Kit Episodes That Will Bring You Closer To Financial Independence

From signing up for the right credit card to paying off debt to navigating a financial crisis — managing money is a lot easier with a little know-how. Here are seven of our favorite Life Kit episodes on common and confusing money topics, featuring personal finance experts who are eager to help you out.

7 Life Kit Episodes That Will Bring You Closer To Financial Independence Managing money is a lot easier with a little know-how. Here are seven Life Kit episodes on common but confusing money topics with personal finance and economics experts who are eager to help you out.

07/05/2021

#mondaymindset

#mondaymindset

[06/28/21]   How does your financial institution treat you?

Amazon's Prime Day results were more muted than usual this year 06/24/2021

Amazon's Prime Day results were more muted than usual this year

Who shopped during Amazon’s Prime Day? 🙋🏻‍♀️

Amazon's Prime Day results were more muted than usual this year Amazon's messaging around Prime Day results lacked the kind of sales superlatives it usually offers, indicating the event may have been lackluster.

AMC stock is worth less than a movie ticket: analyst 06/03/2021

AMC stock is worth less than a movie ticket: analyst

AMC stock is worth less than a movie ticket. Thoughts?

#ThursdayThoughts

AMC stock is worth less than a movie ticket: analyst Wall Street continues to advise caution to those folks aggressively trading movie theater chain AMC.

Photos from Wealth Connects's post 05/31/2021

Here’s the schedule of workshops this week and the whole month of June.

The best part? They are all FREE!

Send us a message to register.

Education is the best investment in yourself.

05/27/2021

So much has happened in the past year and one thing is clear: it is important to be prepared when it comes to our health, savings and career. I believe financial education is key and I'd like to invite you to a virtual convention on June 25 and 26 that will educate and empower you on personal finance.
..
Topics include:
- How to prepare for life's most expensive events
- Difference between what's trending vs building a strong financial foundation
- Make more money when you can, while you can
...
Registration is $5 that will benefit charity: water and International Rescue Committee. If you're interested or want to know more, please send me a personal message. I will register and donate on behalf of the first 10 who will message me.

So much has happened in the past year and one thing is clear: it is important to be prepared when it comes to our health, savings and career. I believe financial education is key and I'd like to invite you to a virtual convention on June 25 and 26 that will educate and empower you on personal finance.
..
Topics include:
- How to prepare for life's most expensive events
- Difference between what's trending vs building a strong financial foundation
- Make more money when you can, while you can
...
Registration is $5 that will benefit charity: water and International Rescue Committee. If you're interested or want to know more, please send me a personal message. I will register and donate on behalf of the first 10 who will message me.

05/25/2021

Financial Literacy matters. Start educating yourself today. We can help.

Financial Literacy matters. Start educating yourself today. We can help.

[05/25/21]   When is it okay to use a credit card?

#MoneyMonday

05/23/2021

Here’s our schedule of FREE workshops for the week!

Send us a message if you need help with registration.

Here’s our schedule of FREE workshops for the week!

Send us a message if you need help with registration.

What's the Median Retirement Savings by Age? 05/19/2021

What's the Median Retirement Savings by Age?

The average savings of Americans ages 65-69 $206,819.35. Would this last their lifetime?

What's the Median Retirement Savings by Age? Understanding the median and average retirement savings by age is just the first step in planning for retirement. 

05/17/2021

Knowledge is power. Sign up for our FREE workshops and educate yourself to be your own money manager. Feel free to reach out if you need help with registering.

Knowledge is power. Sign up for our FREE workshops and educate yourself to be your own money manager. Feel free to reach out if you need help with registering.

Advisor Authority Reveals Millennials May Not be Retiring Soon—But They are Already Planning for it 05/15/2021

Advisor Authority Reveals Millennials May Not be Retiring Soon—But They are Already Planning for it

As the older millennials face financial challenges, they are more open to seeking advice from financial professionals. Financial planning is too critical to DIY.

“Sixth annual study shows four out of five millennial investors have a strategy in place to protect against outliving their savings.”

Advisor Authority Reveals Millennials May Not be Retiring Soon—But They are Already Planning for it Columbus, OH — Coming of age in the wake of 9/11, the Market Crash of 2008 and the Great Recession has impacted Millennials’ financial concerns, investing habits, and future earnings potential1. Add a global pandemic during their prime earning years, and it’s no wonder Millennial investors.......

Wealth Connects now takes appointments on their Page. 05/12/2021

Wealth Connects now takes appointments on their Page.

Wealth Connects now takes appointments on their Page.

05/08/2021

“What you feed your mind will determine where you end up.”
- Tom Ziglar

Start building a strong financial foundation by educating yourself. Check out these FREE financial workshops!

“What you feed your mind will determine where you end up.”
- Tom Ziglar

Start building a strong financial foundation by educating yourself. Check out these FREE financial workshops!

This is what it was like to go to McDonald's in the 1950s 12/01/2020

This is what it was like to go to McDonald's in the 1950s

We are in the last month of the year. How are we all doing? Is there enough steam in us to last the year strong? Are we still fighting to make this year other than "surviving the pandemic?" As we head into a new year, have we thought about and planned on how to make 2021 a better year or even the best year ever?

Over the weekend, my husband and I caught the movie, "The Founder," which is a biography of a 52-year old diabetic man, who struggled from one business to another, but would later be the founder of one of the most successful businesses in the world, which we now all know as McDonald's.

Ray Kroc was a relentless businessman and here are some powerful lessons from his life and career:

1. Persistence - Kroc said, "Nothing in the world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent."

2. Good things may come to those who wait, but more importantly, good things come to those who WORK.

Before Kroc met the McDonald brothers, he worked day and night selling milkshake mixers. In fact, he drove from Illinois all the way to San Bernardino, California to sell milkshake mixers to the McDonald brothers. This is when he saw the vision of franchising McDonald's. Because he consistently worked on his business, Kroc's life was a series of serendipitous events and he was ready when the opportunities knocked!

3. Life is not fair. Whether we truly believe this or not, we all certainly felt this way one way or another, but let’s not lose sight of our goals. Kroc's first wife was furious when he went all in with McDonald's. Can you blame her when Kroc mortgaged their home to raise funds to build the first McDonald's franchise in Des Plaines, Illinois? There may be a time when no one else will believe what you believe in, but if you keep focused on your vision, you might surprise yourself at what you can accomplish.

4. Adversities are sometimes disguised as opportunities. When Kroc was limited by the stringent terms of his agreement with the McDonald brothers, he devised a way to have better control by converting his business model from franchising to leasing the land where franchisees will build their McDonald’s. This gave him an advantage in negotiations with franchisees and, later on, with the McDonald brothers. He said, "We are not in the hamburger business. We are in the real estate business."

5. It's not too late. Kroc started to turn his life around at 52. Colonel Sanders started Kentucky in his 60s. Leo Goodwin founded Geico in his 50s. Your biggest break might just be around the corner.

We all have different circumstances. We are in different phases in our business or career. Regardless of circumstances or where we are in our business, if we persist, work hard, face adversities head-on, recognize opportunities, we will eventually succeed or at least have a really good shot at success. This December, let us all take that shot and prepare for 2021 to be the best year ever!

- Donna Reyes

This is what it was like to go to McDonald's in the 1950s The first McDonald's franchise opened on April 15, 1955, and the experience of visiting the restaurant was vastly different than what we see today.

Millennials have 4 times less wealth than Baby Boomers did by age 34, control just 4.2% of all U.S. wealth 11/24/2020

Millennials have 4 times less wealth than Baby Boomers did by age 34, control just 4.2% of all U.S. wealth

“The millennial generation, people born between 1981 and 1996, make up the largest share of the U.S. workforce, but control just 4.6 percent of the country's total wealth.

Boomers control the majority of U.S. wealth, $59.6 trillion, which is twice the $28.5 trillion held by Generation X and more than 10 times the $5.2 trillion held by millennials.”

Millennials have 4 times less wealth than Baby Boomers did by age 34, control just 4.2% of all U.S. wealth Millennials are the largest group in the U.S. workforce but have 10 times less money than Baby Boomers control today.

THE MINDSET OF HIGH ACHIEVERS - Powerful Motivational Video for Success 10/17/2020

THE MINDSET OF HIGH ACHIEVERS - Powerful Motivational Video for Success

What is the mindset of successful entrepreneurs about money and wealth?

THE MINDSET OF HIGH ACHIEVERS - Powerful Motivational Video for Success THE MINDSET OF HIGH ACHIEVERS: Eye Opening Advice from Grant Cardone, Gary Vaynerchuk, Robert Kiyosaki Will Change Your Life! (I'm Speechless!) Subscribe for...

10/08/2020

Lady, next time somebody tells you that you do not need life insurance, your own savings or investment account, or your own job, speak up.

Don’t let anyone dictate your worth.

#womenempowerment

Lady, next time somebody tells you that you do not need life insurance, your own savings or investment account, or your own job, speak up.

Don’t let anyone dictate your worth.

#womenempowerment

09/30/2020

Brooke Shields on Life Insurance

And now to wrap up Life Insurance Awareness Month, a word from Brooke Shields courtesy of Life Happens.

LIAM may have ended for this year but our campaign toward financial literacy continues. Protect your family financially and get life insurance today!

#lifeinsurance #financialliteracy #brookeshields

09/30/2020

1️⃣ Find out the reason for denial. Common reasons for denial are medical condition and risky behavior.

2️⃣ Improve your health. If the reason for denial is your health condition, see your doctor and address your health issues. Once these issues have been treated, inform the insurance company.

3️⃣ Find another insurance company. A life insurance agent who works with a brokerage should be able to offer several options.

A reliable and diligent life insurance agent should be able to navigate your options to secure a life insurance policy for you to protect your family financially.

#lifeinsurance #lifeinsuranceagent

1️⃣ Find out the reason for denial. Common reasons for denial are medical condition and risky behavior.

2️⃣ Improve your health. If the reason for denial is your health condition, see your doctor and address your health issues. Once these issues have been treated, inform the insurance company.

3️⃣ Find another insurance company. A life insurance agent who works with a brokerage should be able to offer several options.

A reliable and diligent life insurance agent should be able to navigate your options to secure a life insurance policy for you to protect your family financially.

#lifeinsurance #lifeinsuranceagent

09/28/2020

Why can you not rely only on your life insurance through your job? — Because it’s temporary and you will lose it when you stop working or your employer decides to take it away.

Video courtesy of Natasha Ceban - Independent Life Insurance Agent

#lifeinsurance #employmentbenefits #unemployment

09/27/2020

4 Reasons Why You Should Not Buy Insurance from a Financial Advisor

1. As a professional who creates your financial plan, which may include a life insurance policy, there may be conflict of interest if your financial advisor also sells you life insurance.

2. It pays to work with an independent insurance agency. Many provide an increased level of oversight, policy review, and policy-holder services than your financial advisor can. You have a better shot at getting the best policy when you go to an insurance specialist; not an advisor who is a generalist.

3. You don’t know if you’re getting the best deal. Advisory firms may have a relationship with one insurer and favor them over another. By separating your financial advisor from any commission products you have the best of both worlds; an insurance agent who is a specialist, and an advisor who is a second set of eye on the insurance approach.

4. Insurance can be a specialized field. Not all insurance agents or agencies are licensed in or specialists in all types of insurance. It is difficult to be a specialist in everything when you are also providing ongoing financial guidance to families on a regular basis.

- Robert Schmansky, Forbes

#lifeinsuranceagent #financialadvisor #financialfreedom

4 Reasons Why You Should Not Buy Insurance from a Financial Advisor

1. As a professional who creates your financial plan, which may include a life insurance policy, there may be conflict of interest if your financial advisor also sells you life insurance.

2. It pays to work with an independent insurance agency. Many provide an increased level of oversight, policy review, and policy-holder services than your financial advisor can. You have a better shot at getting the best policy when you go to an insurance specialist; not an advisor who is a generalist.

3. You don’t know if you’re getting the best deal. Advisory firms may have a relationship with one insurer and favor them over another. By separating your financial advisor from any commission products you have the best of both worlds; an insurance agent who is a specialist, and an advisor who is a second set of eye on the insurance approach.

4. Insurance can be a specialized field. Not all insurance agents or agencies are licensed in or specialists in all types of insurance. It is difficult to be a specialist in everything when you are also providing ongoing financial guidance to families on a regular basis.

- Robert Schmansky, Forbes

#lifeinsuranceagent #financialadvisor #financialfreedom

Videos (show all)

Brooke Shields on Life Insurance

Address


Oakbrook Terrace, IL
60181
Other Insurance Brokers in Oakbrook Terrace (show all)
Relia Insurance Group, Inc Relia Insurance Group, Inc
17W300 22nd St, Suite 430-A
Oakbrook Terrace, 60181

Relia Insurance Group is a one stop shop for all of your insurance needs

Insurhaus Inc. Friends Club Insurhaus Inc. Friends Club
17W045 Hodges Road
Oakbrook Terrace, 60181

INSURHAUS is an insurance brokerage & risk management company. We team with our clients to design the best insurance solutions to help protect their assets.

Insphere Insurance Solutions Insphere Insurance Solutions
1 Transam Plaza Dr, Ste 470
Oakbrook Terrace, 60181

Insphere Insurance Solutions

Oxford Life Insurance Oxford Life Insurance
1S660 Midwest Rd
Oakbrook Terrace, 60181

Welcome to Oxford Life Insurance! For 65 years Oxford has been helping people find the right term life insurance coverage for the right price. We represent over 26 top rated national life carriers. Call (630) 590-6150

Insurance Lady Insurance Lady
Oakbrook Terrace, 60181

Equity Financial Equity Financial
1 Transam Plaza Dr, Ste 510
Oakbrook Terrace, 60181

Equity Financial Group: IL Residential Mortgage Licensee NMLS# 226820 FHA/VA/Conventional and Reverse Mortgage Loans 1 888.808.0777

PHP Agency - Oakbrook PHP Agency - Oakbrook
1S450 Summit Ave, Ste 230
Oakbrook Terrace, 60181

George Rodriguez Insurance Expert George Rodriguez Insurance Expert
1 Transam Plaza Dr
Oakbrook Terrace, 60181

I made this page because there is no help out there for people just looking for the simples insurance questions out there.

Money Smart Veterans Money Smart Veterans
1S450 Summit Ave Suite 230
Oakbrook Terrace, 60181

Helping frustrated consumers who struggle with debt, personal-finance or retirement issues. Encouraging Entrepreneurship!

Rosie Lagunas - Money Smart Builder Rosie Lagunas - Money Smart Builder
1S450 Summit Ave
Oakbrook Terrace, 60181

Rosie is a Financial Professional helping Middle America Shorten the gap between their job & their dreams by teaching them how to win the Money Game!

Aamir Kamal - American Family Insurance Agent Aamir Kamal - American Family Insurance Agent
17w620 14th St
Oakbrook Terrace, 60181

Your AmFam office in Oakbrook Terrace, IL. Contact us today for a quote and find out how we can meet your car, home, business and life insurance needs

Comprehensive Benefits of America, LLC Comprehensive Benefits of America, LLC
17W220 22nd St, Suite 300
Oakbrook Terrace, 60181

Restoring Americans Financial Wellness 70% of Americans have less than $1,000 for an emergency; live paycheck to paycheck. Lets do something about it.