Mark Willis
@LakeGrowth
Followers
239
Following
107
Media
979
Statuses
3K
Lake Growth is your partner for meeting the financial challenges in your life, by providing financial strategies and solutions that match your hopes and dreams.
Saint Charles, IL
Joined April 2013
Talk to people about what you want—for yourself and for them.’ Dani Craig’s advice is simple but transformative. Legacy isn’t just wealth transfer—it’s alignment, conversation, and clarity. What hopes do you want to share with your family today? #NYAFP
0
0
0
New episode: Embracing Life’s Endings with Dani Craig. We explore how the finiteness of life gives meaning to everything else. Dani shares how conversations about mortality bring peace, resilience, and clarity—and why energy, like money, needs a job. This episode blends intimacy,
0
0
0
Recap: PUAs are powerful but require maintenance. Automate the minimum, treat notices like alerts, and integrate PUA funding into your plan. Need help? Reach out. #NYAFP
https://t.co/HuvgGkTRpG
0
0
0
Case study: client missed a $250 minimum and later lost significant projected growth. We reopened the rider with underwriting, but it wasn’t guaranteed. Small administrative actions matter. #NYAFP
0
0
0
Do you ever read your contracts before signing (financial or otherwise)?
0
0
0
PUAs are powerful because they compound inside a participating policy. But they’re not free options—insurers set minimums to avoid adverse selection. How do you balance flexibility with product sustainability? #NYAFP
0
0
0
New episode: how a $250 miss cost a client millions in potential benefits. Practical steps inside. https://t.co/HuvgGkUpfe
0
0
0
Happy New Year! Here's to a year of your financial success and freedom!
0
0
0
New episode: why missing the PUA minimum matters. Real client stories, industry context, and a one‑minute fix you can implement today. If you use whole life for retirement or legacy planning, this is essential listening. #NYAFP
https://t.co/HuvgGkUpfe
0
0
0
May your joy this season compound — uninterrupted. May your days yield high dividends of peace, prosperity, and connection, with a portfolio of abundance that keeps growing into 2026 and beyond!
0
0
0
Market pundits sell excitement; few sell predictability. Predictability buys peace of mind. Which would you rather have? #NYAFP
0
0
0
We often picture retirement as the reward for decades of hard work — a season of freedom, travel, and peace of mind. But for most Americans, the reality looks very different: debt that lingers, bills that pile up, and anxiety that never really goes away. What if retirement
0
0
0
If retirees are carrying non-mortgage debt and most households can’t weather a one‑week payroll gap, something in the planning model is broken. We discuss how building a multi‑year liquid foundation changes outcomes and reduces fear in retirement #NYAFP
https://t.co/dxn6Fa5Jcc
0
0
0
New episode live: Bank On Yourself Origins, Philosophy, and Why This Book Now with Pamela Yellen, Brian Kay, and Tim Austin walk through the practical design of high cash value whole life policies as a liquidity engine and volatility buffer. These are REAL tactics to reduce
0
0
0
What do retirement researchers and PhD economists like Dr. Roger Ibbotson, Dr. David Blanchett, and Dr. Wade Pfau say about cash value life insurance as a retirement asset?
0
0
0
Recap: Four safety layers, tax efficiency, conversion to lifetime income, low-rate loans. If any of that matters to you, start with one policy and model the outcomes. Want help? Request a meeting at https://t.co/CGpTYS4lpi.
#NYAFP
0
0
0
If a government leader has dozens of life insurance policies, does it affect your trust in them?
0
0
0
Policy loans = private liquidity. Would you borrow from a policy or sell investments in a downturn?
0
0
0