Oct 29, 2023

Discover the nuanced world of Infinite Banking in this episode titled "Rethinking Infinite Banking: The Interest Rate Conundrum." We'll unravel the basics of this concept, using a dividend-paying whole life insurance policy to shape your personal banking system. It’s a financial journey that holds promise, yet there's...

Oct 22, 2023

Whole life insurance policies offer policyholders the potential for dividends, but these dividends are not rising as quickly as some may expect. In this week's episode, we break down the details of whole life dividends to understand why the growth has been slower than anticipated. 

We'll cover:

- What are dividends in...

Oct 16, 2023

Dive into the exciting world of Whole Life Insurance in this episode, uncovering the keys to solid financial planning. Discover the basics of whole life insurance, from the lifetime coverage it offers to the cash value that accumulates over time, setting the stage for financial security and smart estate planning.

As you...

Oct 8, 2023

Is market volatility making you uneasy about your indexed universal life (IUL) policy? Don’t stress. Tune in as we explore how IULs can harness market ups and downs to protect your money.  

You’ll discover how the annual reset feature locks in gains from index growth each year. Learn how this prevents losses...

Oct 1, 2023

Discover the potential tax benefits of whole life insurance in this informative episode. We'll explain how whole life offers tax-deferred growth on the cash value and tax-free loans and withdrawals under certain conditions. You’ll learn how to use whole life to cover estate taxes or equalize inheritances as part of...