Oct 26, 2017

  Often times, understanding the power of cash value life insurance requires a paradigm shift. It's not all that complicated really, just not entirely comparable to anything else. A vast majority of folks that we talk with have some sort of vernacular when it comes to investing, saving or building their financial plan....

Oct 19, 2017

  Following up our episode from last week where we discussed how an indexed universal life (IUL) policy would have fared over the last 10 years, we thought it would be interesting to dig into THE most powerful aspect of IUL in our opinion–years when the market index has a negative return. This is something...

Oct 12, 2017

If you'd invested at the very top of the last market cycle–October 9, 2007, you'd now have slightly more than doubled that investment (according to the Wall Street Journal) despite the vomit-inducing period of the next few years where you watched your money cut in half. That's all fine but when I saw that...

Oct 5, 2017

  It's not uncommon for people to refer to whole life insurance as a “forced savings plan” or at least it was common back when we started out in the industry. Sounds like a bad thing but is it really? Sounds like a bad thing but is it really? We've seen some data that indicates […]

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