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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...


Jul 10, 2022

When you read or hear the words tax shelter it probably doesn’t conjure images of using whole life insurance. But whether or not whole life insurance is actually a tax shelter depends on how you define it more than anything.

It’s not a tax shelter in any sort of the more shady ways that people discuss tax shelters....