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Jul 26, 2018

Before anyone reads the title for this post/podcast and thinks we've suddenly reversed course on our fondness for cash value life insurance, think again. We've not changed our minds, we're just pointing out a few things that you might like to know in advance if you plan on using policy loans with your whole life...


Jul 12, 2018

Recently, the Securities and Exchange Commission has started taking comments from the public in an effort to build their own version of the failed DOL fiduciary rule. Take a few minutes and look at the comments that have been made public by the SEC (it's worth a look): https://www.sec.gov/comments/s7-07-18/s70718.htm In...