Aug 27, 2023

Dive into the world of retirement planning as we unravel the combined power of annuities and life insurance. Ever wondered how to ensure a steady income stream during your golden years while also leaving a legacy for your loved ones? This episode is for you!

Discover the basics of annuities, from immediate to...

Aug 20, 2023

Today, we dive deep into a topic many overlook: the unexpected tax implications widows face after the loss of a spouse. Imagine navigating the emotional turmoil of losing a partner, only to be met with a surprising tax hike.

Why does this happen? And how can you, or someone you know, prepare for it?

We'll break down the...

Aug 13, 2023

Think Roth IRA conversions are the golden ticket to retirement planning?

Think again. In this episode, we dive deep into the world of Roth conversions, shedding light on both their advantages and the often-overlooked drawbacks. While they can be a powerful tool for many, they're not the one-size-fits-all solution...

Aug 6, 2023

Ever wondered why certain companies champion whole life insurance while others lean heavily towards universal life?

Dive into this enlightening episode of the Insurance Pro Blog Podcast as we unravel the mysteries behind these two popular life insurance products. You'll discover the unique benefits and drawbacks of...