Mar 30, 2017

We're veering off course slightly this week to discuss long term care insurance. The recent decision to finally allow the beleaguered long term care insurance company, Penn Treaty (not to be confused with Penn Mutual) to be liquidated, sparked a need to discuss the ongoing issues with long term care insurance...

Mar 16, 2017

It's honestly a bit shameful that we produce a podcast for well over a year that has life insurance as its primary subject and we've yet to discuss the subject of life insurance premium financing. Well, that stops today. With one caveat… Please keep in mind that this is a complex topic with many moving parts and we...

Mar 9, 2017

If you believe the government needs to figure out a way to help you better fund your retirement, you probably should just skip this episode. On the other hand, if you'd like to hear us discuss a recent survey regarding retirement preparedness and how 80% of Americans believe the government needs to fix their...

Mar 2, 2017

In episode 59, we're not directly discussing the finer points of cash value life insurance. Just thought I'd get that out of the way in the spirit of full disclosure. No, we're adding another episode to our Soapbox Series. It actually comes on the heels of a private discussion Brandon and I were having about […]

The...