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Oct 20, 2016

  Most people think that creating a Modified Endowment Contract (MEC) is a bad thing. We discussed that at some length in last week's episode. That's mainly because the tax advantages of using life insurance are pretty widely known and discussed my agents…ourselves included. So, why in the world would anyone want to...


Oct 13, 2016

  Note: The podcast is fresh and new but the written post below is a re-post of information that Brandon wrote a few years back on modified endowment contracts: Anyone who has looked into cash value life insurance has probably come across the term Modified Endowment Contract (MEC). Those with flexible premium policies...


Oct 6, 2016

In light of the recent developments with Wells Fargo opening accounts for people without consent and their CEO, John Stumpf, being skewered by Senator Elizabeth Warren… We decided it would be a great day to point out how many times a life insurance company CEO has been trotted out to testify in front of Senate or...