Helping Folks
Create A Rich Life
By Beau Henderson, RFC
It typically only happens when tragedy
strikes— you get sick, someone you love passes away, you lose your
job. Those moments force us to stop our busy lives and consider
where we are, how we got there... and where, if we truly have the
lives we wanted, we would go. We all have those moments. But how
often do such moments truly transform us? How often do they
actually lead to a better life? Rarely! And the reason is that
creating the life you want is not just a philosophical question.
It’s a question for your financial advisor.
What is a
Rich Life?
Most clients expect their financial
advisors to help them accomplish one very important objective: to
make sure they will have enough money to last the rest of their
lives. But truly, your financial advisor is capable of doing so
much more. Readers of the Insurance Pro Shop® newsletter can
help their clients go beyond a wealthy life -- one that is simply
financially comfortable -- and help them live a rich
life.
It’s easy to imagine, especially in the
midst of financial troubles, that if only you could amass a
comfortable amount of wealth, everything else in life would fall
into place. Most people live their entire lives in pursuit of that
aim. They forgo vacations. They miss recitals. They lose touch
with their closest friends and go years without seeing their
relatives. And when it’s time to retire, when they are able to sit
back and take stock of all the money they have, are they happy? Of
course not!
I learned the secret to creating
a rich life from my clients. These people are all of
varying ages, backgrounds and interests, yet they all tell me the
same thing: having their finances in order was important, but the
things that gave their lives meaning were the experiences they
sought out and the relationships they built.
Living with
Intention
Rich living is about having the
financial security that allows you time and resources to build the
relationships and the memories that will enrich every day that you
live. This requires you to put your dreams and wishes not
just onto paper, but also into action, and there’s no one better
equipped to help a client make that happen than a qualified
insurance agent or financial planner.
I begin my work with clients by asking
them to answer this question: what is important to you? Maybe it’s
seeing your grandkids more? Maybe it’s seeing the world? Whatever
your goals are, chances are money is one of the primary things that
have stopped you from pursuing those dreams. We can overcome that
obstacle together.
There’s nothing wrong with conventional
financial planning. When done well, this helps ensure clients’
security, peace of mind and quality of life. That’s all very
positive. But we can do so much more.
The rich life is more than a
philosophy. I wanted to take it one step further and give people
who want to start living their rich lives immediately a place where
they can find events, experiences, and like-minded people. You
are invited to check for upcoming rich life events and share ideas
for your rich life at...
http://www.richlifeadvisors.com/
James D. Henderson, Jr., RFC,
is a member of Fiduciary Capital in Gainesville, GA. His
professional experience includes Loan Management at Regions Bank
in Gainesville, plus six-years in financial planning, with
two-years as a fee-only planner. “Beau” Henderson
has been especially active in IRA distributions, real estate
investments, self-directed IRA’s, and 1031 exchanges. He is
active in the support of Jessie’s House Shelter and he also
provides an annual scholarship to Lanier Tech for their Adult
Literacy GED program. Contact: Fiduciary Capital, 3024
Deep Water Drive, Gainesville, GA 30506. 770-540-9142
(Phone)
or 770-503-0001 (FAX) or
BHenderson@Fidcap.com (e-mail).
Message
to Financial Advisors…
As 'Beau' reminds us all there is much
more to life than making and accumulating money. You have a great opportunity to
really help your prospects to weather this last financial storm and
help them to enjoy a rich life now and in the future.
People need and want your help to achieve the financial security
they’ve been dreaming about and deserve. Aren’t life insurance
and
annuities a way for us to give these middle-income families the
safety, guarantees and growth they are looking for? When
are you going to get back to the basics and start actually helping
people, instead of just trying to make a sale? Jeremy
and Lew Nason
