Lakewood Ranch Insurance Advisors

Why does an ER visit cost $10,000???? Why does it cost $2000 to $3000/month or more in some States to insure a family?? Why do we have an epidemic of uninsured Americans??? As usual it starts at the Top!! The only way to break the mold is to remove our clients from this system as much as possible. It starts with Self Funded Programs with strategic partners that provide pricing transparency!! If you have 50 or more employees and have not explored the Self Insurance market you have an unqualified broker! You need an Advisor not more salespeople!! https://lnkd.in/eQicdkc5

It's renewal time so get ready for your brokers annual speech. "We went to market for you!!" "There is really no better options but we were able to get the renewal down from 20% to 15%" "Sign here...see ya next year!!" STOP THE INSANITY!!!! Instead of hearing why you can't fix it lets discuss why it's happening! Let's discuss why your broker is not showing you alternatives that 1000s of other businesses, including your competitors, are using to reduce healthcare spend! https://lnkd.in/eQicdkc5

Estate Planning for Real Estate Investors with the DST & 721 UPREIT https://hubs.li/Q02Vkhcd0

The rise in climate-related natural disasters has insurance companies pushing rates substantially higher, or pulling out of markets. The rate increases have been fastest in coastal cities and towns vulnerable to damage from big storms or floods, but insurers and banks are coming to terms with the notion that no area is truly safe from increasingly extreme and unpredictable weather events. Building owners are also trapped between their insurers and lenders.

The three keys to wealth…? I asked a Houston business owner: - The biggest challenge he faced throughout his career as an entrepreneur. - How he scaled his income from 6 to 7 figures. - And the best financial advice he received throughout his career.

We've all heard the phrases: "He who has the gold makes the rules" and "Cash is king." Both of those require one thing: control of capital. Look across our traditional financial planning landscape and you'll find nothing other than huge efforts to remove you from your capital. Not only that but plans today also return your money to you as slowly as possible. How does a 401k, IRA, Roth IRA, or equity in your home satisfy those above quotes? They can't. In those four cases, the government and the banks have the control. You can do something about it. #financialcaffeine #assetcontrol

Thinking about using a 1031 exchange to sell an investment property and reinvest in another but have not determined what replacement property you will buy? In that case, you might want to consider using a Delaware Statutory Trust, or DST. That's where Fortitude Investment Group, LLC. comes in. Check out their video below!

This is a fantastic diversification strategy for a wealthy client with highly appreciated commercial property, like the building they ran this business out of or a rental property they bought or inherited. Give me a call if you want to discuss in more detail! https://lnkd.in/e7w9Dg-N