Apr 28, 2016

We love paid-up additions and if you've listened to us at all, you're not all that surprised. But we’ve made a little misstep in terms of being so broad in our discussion about them. And we're always adding new people to our audience. So it bears repeating… Not all paid-up additions are created equal. While...

Apr 21, 2016

Well, the Department of Labor has finally rolled out their long awaited ruling on retirement accounts and a new “fiduciary rule”. Rather than re-invent the wheel here in this post, I'm going to refer you to this piece I wrote last summer: Can the government fix your retirement woes? Also, if you want to read...

Apr 14, 2016

Today we're talking about one of the less glamorous aspects of our business…customer service. It seems like an obvious thing. Surely a life insurance company that sells a particular product will be able to deliver service requests that are made by their customers. I wish that were always true. It's not. In fact, we...

Apr 7, 2016

In the world of “financial advice” there is certainly no shortage of bad ideas. Today's podcast focuses in on one particular concept that we think is particularly dumb. There are some savvy marketers out there that would suggest if you are not able to obtain life insurance coverage for yourself (for one reason...