Posts by Rachel Marshall
Life Insurance Beneficiaries: Protecting Your Legacy and Empowering Future Generations
It’s a quiet evening. Snow begins to blanket the ground as the roads grow slick with ice. You’re driving home late at night, carefully navigating the treacherous conditions. Thoughts race through your mind. What if you couldn’t make it home? Would your family be taken care of? It’s a stark question we often avoid, but…
Read MoreWhole Life Term Riders: Level vs. Blended Term Riders
Imagine you’re constructing the financial equivalent of a dream home—solid foundation, spacious rooms, and everything designed to suit your long-term vision. Whole life insurance is like that foundation, providing both stability and flexibility. But what if I told you there’s a secret feature in this financial blueprint—a term rider—that can dramatically enhance your policy’s efficiency?…
Read MoreThe Power of Storytelling with Caleb Breakey: Leaving a Legacy of Values
When was the last time you were completely captivated by a story? For me, it was years ago, when I first listened to a book that changed my entire perspective on the power of storytelling. It wasn’t just entertainment; it was a mirror reflecting truths I hadn’t yet acknowledged, lessons I hadn’t fully learned, and…
Read MoreThe History of Whole Life Insurance: What It Teaches Us About Financial Security
Have you ever considered how the concept of life insurance has evolved over centuries to become one of the most effective financial tools available today? In this article, we delve into the fascinating history of whole life insurance, exploring its roots, development, and the valuable lessons it holds for anyone seeking financial stability and generational…
Read MoreAccess to Cash: Redefining Control in Your Financial Journey
Imagine sitting across from someone confidently telling you, “You can be your own bank. No more reliance on traditional banks, no credit checks, and complete control over your finances—all while your money grows tax-free.” At first, it might sound too good to be true, like a fairy tale in the world of finance. That’s where…
Read MoreMarshall Family Banking System, Pt. 5 Dec 2025
Imagine a world where your family’s financial future is not dictated by banks but built by you. What if you could create a self-sustaining system provides security and offers opportunities for generations to come? For us, this is not just a concept—it’s our reality through family banking. Let us take you on a journey into…
Read MoreHow Whole Life Insurance and Austrian Economics Go Hand-in-Hand
Imagine being told that the best way to help others is to first help yourself. This timeless piece of advice, often heard during airline safety briefings, holds true in the financial world. By taking control of your finances and prioritizing sound strategies, you position yourself to help others and contribute to society at large. The…
Read MoreThe Power of Family Meetings: Building a Multigenerational Legacy of Wealth and Unity
Imagine two families, both immensely wealthy at the height of their fortunes. One family, the Vanderbilts, saw their immense wealth squandered within just a few generations. By the time they held their first family reunion a century later, not a single millionaire remained among them. In contrast, the Rockefeller family has continued to grow its…
Read MoreInfinite Banking During Economic Uncertainty: A Reliable Strategy
Imagine living during World War II, a time of profound global economic uncertainty. While governments struggled to manage soaring debts and economic upheaval, life insurance companies stood firm, fulfilling their guarantees and paying dividends. Even amid chaos, they remained a bedrock of stability. This resilience isn’t a fluke—it’s by design. Whole life insurance policies, which…
Read MorePassing the Torch: Multi-Generational Business Succession Strategies
In seventh grade, Mark Anderson mowed lawns for $3.50 a yard, saving diligently for his first major purchase—his future wife Amy’s engagement ring. Fast forward to today, Mark and Amy Anderson, founders of Anderson Technologies and Anderson Archival, are passing down a much larger legacy: a thriving multi-generational business. Their story, filled with grit, humility,…
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