(855) 965 4286 info@planvisionmn.com
  • US Clients
  • exPats
  • Testimonials
  • Get Started
  • FAQ
  • Info
  • Who we are
Simple. Smart. Focused. Simple. Smart. Focused. Simple. Smart. Focused.
  • US Clients
  • exPats
  • Testimonials
  • Get Started
  • FAQ
  • Info
  • Who we are

Insurance

Home » Insurance
 Gold in Them Thar Annuities
0
0
By mark
In Advisers, Agents, Asset Allocation, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Insurance, Investments, Personal Finance, Retirees, Retirement, Risk
Posted May 24, 2016

Gold in Them Thar Annuities

NEW ANNUITIES I AM NOT MUCH OF A FAN OF VARIABLE ANNUITIES.  Primarily because I don’t believe that most people need to insure their investments.  Nor do I think the value of future [...]

READ MORE
 Retire Now – Save 20 to 25%
0
0
By mark
In Budgets, Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Insurance, Investments, Retirees, Retirement, Saving Money, Social Security
Posted November 17, 2015

Retire Now – Save 20 to 25%

HAVE YOU EVER HEARD SOMEONE SAY THEY MAKE MORE MONEY IN RETIREMENT THAN THEY DID WORKING?  I have – many times.  While it’s not common, it happens. How so?  Who are these lucky [...]

READ MORE
 Coffee is for Closers – 10 Sales Tactics of the Financial Services Industry
0
0
By mark
In Advisers, Agents, Fees, Financial Planning, Insurance, Investments, Personal Finance, Retirees, Retirement, Sales, Saving Money
Posted August 20, 2015

Coffee is for Closers – 10 Sales Tactics of the Financial Services Industry

How closely does this (profanity warning) classic line from Glengarry Glen Ross or scenes from The Boiler Room resemble the meetings or sales tactics of the modern financial professional?  Sorry [...]

READ MORE
 How We Saved 32% on Our Homeowners and Auto Insurance!
0
0
By mark
In Agents, Fees, Financial Planning, Goals, Happiness, Insurance
Posted May 18, 2015

How We Saved 32% on Our Homeowners and Auto Insurance!

WE SHOPPED AROUND!  Nothing too complicated.  A better question might be why did it take us so long to do this.  Unfortunately, I was under the impression that once you were with a carrier, and [...]

READ MORE
 Your Investments Will Lose 48% – Time to Panic (Part 1)
0
0
By mark
In Advisers, Agents, Asset Allocation, Expectations, Financial Planning, Forecasts, Future, Goals, Insurance, Investments, Motivation, Retirees, Retirement, Roth IRA
Posted April 22, 2015

Your Investments Will Lose 48% – Time to Panic (Part 1)

SO, YOUR INVESTMENTS ARE DOING WELL.  The “markets” have been going up for several years – they are on a roll.  We are in the midst of one of the best periods of investment [...]

READ MORE
 Financial Industry Speak (Part 2)
30
1
By mark
In Advisers, Agents, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Happiness, Inspiration, Insurance, Motivation, Past, Retirees, Retirement, Risk, Sales
Posted February 24, 2015

Financial Industry Speak (Part 2)

Does this sound like anything you might have heard?  ”We offer the most comprehensive approach in a new paradigm of total portfolio management.  So you don’t have to, we continuously monitor the [...]

READ MORE
 Financial Industry Speak (Part 1)
1
0
By mark
In Advisers, Agents, Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Insurance, Motivation, Retirees, Retirement, Sales
Posted February 24, 2015

Financial Industry Speak (Part 1)

Do you understand what your advisor tells you?  Or what you hear in the financial press?  Really?  Or do you just nod your head when they start to use terms or phrases that you are not familiar [...]

READ MORE
 How Long Term Care Insurance is Sold
0
0
By mark
In Advisers, Agents, Expectations, Financial Planning, Forecasts, Future, Goals, Insurance, Retirees, Retirement, Sales
Posted February 6, 2015

How Long Term Care Insurance is Sold

For years I have felt that Long Term Care Insurance is an important tool that people can consider to protect their assets.  I encourage my clients to evaluate the cost and benefits of a policy [...]

READ MORE
CONTACT US
  • Mark Zoril
  • 2316 Glade Mill Ct
    Fuquay-Varina NC 27526
  • 1-855-965-4286
  • markzoril@planvisionmn.com
IMPORTANT LINKS
Planvision Guidance Terms & Conditions
Privacy Policy, Code of Ethics, & ADV Part 3 & 2A & 2B
FOLLOW US:
©2022 All Rights Reserved. PlanVision Design by Creative Click Media, a New Jersey Web Design and Marketing Company