Preview Mode Links will not work in preview mode

Dec 21, 2017

  Well, it's the end of the year once again. As we typically do at this point, we're conducting policy reviews for our clients, evaluating how we've all faired in 2017 and making plans for the new year. In the past, we've had some critics who've come along to point out what they deem are […]

The post IPB 093:...


Dec 14, 2017

The trend for dividend interest rates for participating whole life insurance and the cap rates for indexed universal life insurance have been a long trend downward. No denying that. But does that change our perspective on cash value life insurance? The trend for dividend interest rates for participating whole...


Dec 7, 2017

It's that time of year again…time for companies that offer participating whole life insurance policies to make their dividend announcements for the coming year. (And yes, we realize these are technically the 2018 dividend announcements but since they're made in 2017 we refer to it as the 2017 season.) This year the...