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I, James Oden do highly recommend this program. Infinite Banking Concept strategy is so amazing that it is almost unbelievable. The program that Vivien put together for me is working out and I love the strategy of Infinite Banking Concept and creating a stream of wealth that remain in my control and work better the more I use the program. Vivien thanks so much for working out the details and explaining it to the point that it makes sense to me. I would just like to let all of your customers know that this makes a whole lot more sense than to have your money blowing away from you and enriching someone else and providing no benefits to you. Vivien, I am available to assure anyone that has questions about the concept of the program as to my commitment to this concept and strategy of creating a living benefit.
James O.
Sylmar, CA
Vivien at Insight Asset Advisory Group has given me peace of mind. I was really stumped. I needed a simple plan to manage my assets while still being able to pay my bills and put into action plans for short and long term goals. Vivien listened carefully and developed a diversified plan, including savings plan for emergencies, which she carefully explained to me in detail. I was able to ask questions about the products and the companies that back them and get straightforward answers. Vivien’s strategies helped me save the bulk of my money during the stock market’s downturn and it has continued to grow. she also checks in with me or I’m at liberty to contact her with any questions or concerns. she is always very professional and friendly. As a financial adviser, I consider her to be the best.
Sylvia S.
Los Angeles, CA
It was gratifying to retire and do an in service withdrawal on my 401 K to preserve what I had saved. I appreciated the professional manner with which I was treated.
Keith W.
Encino, CA
For the past five years, Vivien Adao has been my trusted financial adviser and representative from the Insight Asset Advisory Group. During that time she has provided a welcome and valued level of helpful service as well as knowledgeable professional financial advise. It is comforting to know that she is available for consultation on any financial matters that may arise. I would not hesitate to recommend Vivien to friends and family who might be in need of such service.
Joseph E. Bricio
AIA
Altadena, CA
My overall experience was good. The level of service was a also good. You were very patient. I think your service was good, don’t know you could have done any more. We will be meeting again in the future for more advice. Thanks again.
Juelene C.
El Monte, CA
My overall experience with Insight Asset and Vivien was great. I feel totally satisfied with the level of service, professionalism and responsiveness received. They are doing a great job and I’m very pleased.
Art D.
MS Vivien has very professionally and knowledgeable advised and helped us for our retirement plans We are very happy to have her and recomend to every body that needs retirement benefit investments. Thank you Vivien. John & Heny.Biledjian Burbank.Cal.
John & Heny B.
Burbank, CA
My experience with Vivien Adao, who works for Insight Asset Advisory Group, has always been the best that I’ve ever had with any other person or group that has helped me attempt to do the best possible with my assets. For the record Vivien has even helped me improve accounts that her firm does not represent. First off I am talking about Vivien Adao here and my answer focuses 100 percent on her performance. Vivien’s professionalism is always evident and this directly relates to my view of her service while working with me. She is a terrific listener, and when she offers advice she makes certain that I have understood everything that she has showed or told me. As for her responsiveness, not once have I called or sent an email wherein she did not respond quickly. I think she is knowledgeable on what is happening in the market and knows how to present the options that I need to know so that I’m able to make my choices. … And better yet, she has never disappeared after she became my agent or after we moved forward with making selections on how I should move forward. She reminds when it is time to consider reevaluating my accounts with her. She also keeps me updated on trends. This is in stark contrast with other agents that totally disappear after I have chosen them to represent me. I’m lucky to have Vivien as my agent and advisor. At the moment there isn’t anything that Vivien Adao or Insight Asset Advisory Group can do better for my welfare. Vivien keeps me updated with emails and periodically calls to discuss specifics, such an account anniversary date, to inquire how another account that isn’t with her is doing, or just to see how I’m doing. I think that this a great way to business.
Louis K.
CA
COMPLIMENTARY EBOOKS
Too many people spend money they haven’t earned, to buy things they don’t want, to impress people they don’t like.
Will Rogers
I love money. I love everything about it. I bought some pretty good stuff. Got me a $300 pair of socks. Got a fur sink. An electric dog polisher. A gasoline powered turtleneck sweater. And, of course, I bought some dumb stuff, too.
Steve Martin
Annual income twenty pounds, annual expenditure nineteen and six, result happiness. Annual income twenty pounds, annual expenditure twenty-pound ought and six, result misery.
Charles Dickens
I made my money the old-fashioned way. I was very nice to a wealthy relative right before he died.
Malcolm Forbes
Wealth after all is a relative thing since he that has little and wants less is richer than he that has much and wants more.
Charles Caleb Colton
You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you.
Maya Angelou
When your outflow exceeds your income, then your upkeep becomes your downfall.
Jim Rohn
My formula for success is rise early, work late and strike oil.
J.P. Morgan
If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed.
Edmund Burke
Wealth is like seawater; the more we drink, the thirstier we become; and the same is true of fame.
Arthur Schopenhauer
Here’s to the crazy ones. The misfits. The rebels. The troublemakers. The round pegs in the square holes. The ones who see things differently. They’re not fond of rules. And they have no respect for the status quo. You can quote them, disagree with them, glorify or vilify them. About the only thing you can’t do is ignore them. Because they change things. They push the human race forward. And while some may see them as the crazy ones, we see genius. Because the people who are crazy enough to think they can change the world, are the ones who do.
Steve Jobs
We make a living by what we get, but we make a life by what we give.
Winston Churchill
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give.
William A. Ward
If plan A fails, remember there are 25 more letters.
Chris Guillebeau
I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try to be fearful when others are greedy.
Warren Buffett
Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make, so you can give money back and have money to invest. You can’t win until you do this.
Dave Ramsey
Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time.
Johann Wolfgang von Goethe
No wealth can ever make a bad man at peace with himself.
Plato
Wealth consists not in having great possessions, but in having few wants.
Epictetus
Money never made a man happy yet, nor will it. The more a man has, the more he wants. Instead of filling a vacuum, it makes one.
Benjamin Franklin
Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.
Ayn Rand
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt
It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.
George Lorimer
If money is your hope for independence you will never have it. The only real security that a man will have in this world is a reserve of knowledge, experience, and ability.
Henry Ford
Not everything that can be counted counts, and not everything that counts can be counted.
Albert Einstein
It is not the man who has too little, but the man who craves more, that is poor.
Seneca
The real measure of your wealth is how much you’d be worth if you lost all your money.
Anonymous
He who loses money, loses much; He who loses a friend, loses much more; He who loses faith, loses all.
Eleanor Roosevelt
Money is a terrible master but an excellent servant.
P.T. Barnum
Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.
Paul Samuelson
Every time you borrow money, you’re robbing your future self.
Nathan W. Morris
Rich people have small TVs and big libraries, and poor people have small libraries and big TVs.
Zig Ziglar
My formula for success is rise early, work late and strike oil.
JP Getty
There is a gigantic difference between earning a great deal of money and being rich.
Marlene Dietrich
The quickest way to double your money is to fold it in half and put it back in your pocket.
Will Rogers
All riches have their origin in mind. Wealth is in ideas – not money.
Robert Collier
We make a living by what we get. We make a life by what we give.
Winston Churchill
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