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...