Aug 28, 2022

What happens when you plan ahead a little bit and choose to shift a portion of your portfolio to whole life insurance? More importantly, how does it influence your behavior with the rest of your money...the piece that's NOT allocated to whole life insurance?

We've been beating the "income" drum for a long time now and...

Aug 21, 2022

Every now and again, someone pops up with questions about "private placement life insurance". There's something about it that sounds really special.

After all, it allows you to invest your life insurance cash value into hedge funds. That means you're a part of a super exclusive club. 

It may very well be something...

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...