Sep 25, 2022
With the recent economic turmoil and subsequent rate hikes from
the Federal Reserve to curb the highest inflation we've seen in 40
years, many are looking for refuge from the volatility of stock and
bond markets.
It's understandable and whole life insurance certainly offers a
safe haven from the ups and downs of...
Sep 18, 2022
Claims that expenses on IUL increase and bankrupt policies are nothing new. There's a shred of truth in the rising expenses argument, but it's overblown.
It's the claim that always scared us about UL when we both worked for big mutual companies that hated universal life (of all kinds). And it wasn't until we sat down...
Sep 11, 2022
Recently, an article was published by Forbes Advisor that sounded the alarm on all of the supposed potential pitfalls of indexed universal life insurance. It was brought to our attention by a client and we were asked to comment on it.
The contents of the article were of no great surprise to us. It is an all too...