May 19, 2024

If you've bumped into the buzz that IULs are a bad bet, this episode is for you.

We're going straight to the heart of the most common critiques. Rising costs? Let's talk about why that doesn't have to be the scare it's made out to be.

The complexity of IULs? We'll break it down into plain speak.

And those illustrated...

May 12, 2024

Are you considering using your whole life insurance policy as a source of retirement income?

While ledgers and assumptions made by agents can be misleading, the process of distributing money from a whole life policy is not as complicated as it may seem.

In this episode, we'll dive into the practical aspects of...

May 5, 2024

What's old is new again. The U.S. Department of Labor has revived its "Fiduciary" Rule after 7 years. This rule was originally discussed and proposed in 2015-2016. However, it was tabled after Trump was elected, and the DOL dropped it.

The new rule is no less confusing than the original. Perhaps even more so. 

In...