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In this episode, we ask:
- Would you like to hear our Q&A?
- Can I do a one time lump sum without recurring premium on a key man whole life dividend paying policy?
- Would you like to hear Episode 174?
- How do you give your older kids the high level overview of financial education… telling them over a two hour time block on vacation? What about teaching through games? (featuring Debbie Wilder and her contagious joy)
- What happens if you want to start your retirement earlier than age 65, i.e. at age 45? (featuring Brandon Neely and Amanda Neely)
- What if you want to retire within 10 years?
- What are some creative ways to save premiums every year? (featuring Brandon Neely and Amanda Neely)
- Would you like to join a future Ask Me Anything during Office Hours?
Daniel Lapin was born into a prestigious Torah family. He was a student of his father, Rabbi A.H. Lapin, who served the Jewish communities in Johannesburg and Cape Town, South Africa, eventually immigrating to America with his wife where they established the Am Echad synagogue in San Jose, CA.
Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP® is the managing director of Carson Coaching and the Director of Retirement Research for Carson Group. He is a finance professor of practice at Creighton University’s Heider College of Business and is the author of the book Rewirement: Rewiring The Way You Think About Retirement Planning. Jamie helped co-create the Retirement Income Certified Professional (RICP®) designation at The American College of Financial Services. He was named as a top 40 young attorney by the American Bar Association and a top 40 financial service professional under the age of 40 by InvestmentNews. In 2020, his work on retirement planning and the SECURE Act won an award from WealthManagement.com for being the best Thought Leadership Advisor Education in the industry. You can contact him at 
Anita Bennett, a Vancouver born and Vancouver Island raised SFU Business Graduate who started her career specializing in Marketing, has been working with families since 2010. Her first business, a play-café called Kinder Café, was located in Port Coquitlam, BC, and was dedicated to providing a safe place for the community to connect with their children.
Joel Noble is Director of Public Policy at Samaritan Ministries International, where he has served since 2001. He directs the ministry’s legislative program, advocating with federal and state governmental bodies. He also consults for the Alliance of Health Care Sharing Ministries. Joel earned his bachelor’s degree in history education from Illinois State University, with an emphasis on political science, geography and sociology. He completed a Master of Arts in leadership studies from the Seminary at Lincoln Christian University, where his final research paper focused on what the Bible teaches on the proper jurisdiction of the family, church and civil government. He has been married to his wife, Sarah, for 19 years. They have four boys.
Tom Hegna, CLU, ChFC, CASL, is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!.
