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Aug 14, 2022

In a world where nearly unlimited resources exist (including this podcast) around the subject of whole life insurance and how what to expect from a policy with a good design, why are people still willingly buying bad whole life insurance policies?

Not all whole life insurance is created equal. There are...


Aug 7, 2022

Many of our potential clients have wrestled with universal life insurance illustrations and understanding some of the wording in parts. But more specifically, understanding why the guarantees are so low?

In this week's episode we explain why it's actually a pro rather than a con, listen to the full...


Jul 31, 2022

Using whole life insurance to generate retirement income is a slightly advanced subject within the world of financial planning.

Stock jockeys hate it, and life insurance agents love it.

No surprise there.

So, is there something that life insurance brings to the table that is truly special, or are you better off betting...


Jul 24, 2022

Having been in the financial services industry since 2000, I’ve noticed that almost all investment product companies (mutual funds, ETFs, stock market indices, variable annuities, closed-end funds, REITs) love to cite their “average annual rate of return” figures which always inflate what the particular investment...


Jul 17, 2022

No Need To Buy Whole Life Insurance, Skip The Middleman...

Today, we’re talking about the “scam” that has been perpetuated by life insurance companies for over a hundred years. I know, I can hear you saying to yourself, “which scam is that, there are so many to choose from”?

Am I right? I'm talking about the...