Dec 18, 2022

Oftentimes people will ask us how whole life insurance compares to buying passive stock market index funds or ETFs. It's a fair question and one that we've answered privately and publicly in the past.

But we'd like to propose an alternative. Rather than a straight head-to-head comparison (which should always favor a...

Dec 11, 2022

When you're helping clients plan and prepare for retirement, you often are exploring various options for producing consistent income from their pool of assets. Each person's ability to produce that income and the desires they have for that income are vastly different.

Something we encountered recently made us face...

Dec 4, 2022

In the 11+ years, we've actively communicated with potential clients online, we've had quite a few people approach us who were looking at High Early Cash Value products. Typically whole life insurance with that sort of identifier in the product's name. 

And it begs the question: why aren't we keen on offering...