Archive Monthly Archives: December 2012

Are They Going to Start Taxing Life Insurance?

This one has been around for a while but is picking up steam recently, are they going to start taxing life insurance? Given the fiscal cliff and the we have an answer no wait no we don't whip saw that

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018 And I Would’ve Graduated If Not For Those Pesky Parking Tickets!

In this Broadcast of the Financial Procast: 2012 has been a fascinating year to say the least–from equity funds hemorrhaging, to principle based reserves, to bonds being en vogue, all the way to

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NEWS: Ohio National Life 2013 Dividend Interest Rate

Ohio National Life has announced its 2013 dividend interest rate. This was actually announced a few weeks ago, and announcing has been on the to-do list, but we were a tad side tracked. Ohio National will

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Killing Another Sacred Cow-Why buying a house is NOT an investment.

Today, I’m venturing a ways off the strictly insurance-related path to discuss a topic that is more closely tied to general personal finance. While it’s an important topic to address, the majority

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Why Doesn’t my Financial Advisor like Cash Value Life Insurance?

I'll be very up front about the fact that I'm stereotyping badly with today's post regarding financial advisors and cash value life insurance. I realize there's a lot of liberal interpretation regarding

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017 Happy Mayan New Year

In this Broadcast of the Financial Procast: Bank of America decides it needs to protect itself from an evil blog On the list of things Jim Cramer can't do, we've got one more item Do clients cheat on their

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Breaking News: Aviva Life USA sold to Athene Holdings

The long awaited deal is done and the sale of Aviva Life USA to Athene Holdings has officially been announced.

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016 If We Don’t Have It, You Don’t Need to Sell It

In this Broadcast of the Financial Procast: Warren Buffet reminds CNBC: who's your daddy? FINRA does something that actually makes sense Investors tell the world they aren't all that happy with their advisor Has

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Whole Life Blending, Does Cash Value Life Insurance Design Really Matter?

Whole life blending, as we've discussed before, is a process for designing cash value life insurance to maximize cash value available to the policy holder/client and income potential. Still, there are

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