Archive Monthly Archives: April 2013

Participating Whole Life Insurance Income Comparison

Participating whole life insurance is a form of cash value life insurance that is often used with a focus on its cash accumulation capabilities and retirement income generating prospects. In fact, we’d

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No Exam Life Insurance

Could a no exam life insurance policy be right for you?  As an agent, when you first hear of someone looking for this type of policy, your first inclination is to let them know that it's not a great deal

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034 It’s Good to be a Judge

(Complete Show Notes Below) In the 34th episode of the Financial Procast: Private Equity Found a Shiny New Investment Strategy Yes it appears that some players in private equity have taken quite a shine

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Be careful how you save—Your IRA and 401k may be a trap

Since I’m never really one to go with the flow, today I’ll hold true and bludgeon the sacred cow of all financial advice gurus—the IRA and the 401k. It’s not that I’m trying to be controversial

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033 WARNING: You Are Now Leaving the FDIC Zone

(Complete Show Notes Below) In the 33rd episode of the Financial Procast: Could IRA Caps Be a Boom for the Life Insurance Industry? According to recent reports there is a policy initiative being floated

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The Rule of 72

I know what most of you are probably thinking: the rule of 72? Have the Insurance Pro Blog guys run out of ideas for post topics? Or busy week? Maybe they didn’t have time to come up with something more

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Trading the USP for the WYSA

As we do here at the insurance pro blog from time-to-time, I'm taking a slight diversion from all things related to life insurance and personal finance to talk about something else that I think needs to

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032 A Bit More Communesque?

(Complete Show Notes Below) In the 32nd episode of the Financial Procast: Stockton, California Shifts the Paradigm for Muni Bond Safety You may have heard that Stockton, California has filed for bankruptcy

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The Deficit Reduction Act of 1984 (DEFRA) and 7702 Testing

No single piece of US Federal legislation has rejiggered the playing field for the life insurance industry more than the Deficit Reduction Act of 1984 or DEFRA as it is more commonly referred. It is because

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