Archive Monthly Archives: September 2014

Indexed Universal Life Insurance: The White Coat Investor Responds

Last week we published a critical piece regarding a recent review of indexed universal life insurance that showed up on Jim Dahle’s website The White Coat Investor. Jim took our criticism seriously

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140 Hey, We Told You So

If you've ever been in a position where you were responsible for creating content for a website, blog, newsletter, podcast, radio show or video, then you know how much of a struggle it can be to sometimes

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Ten Things Life Insurance Agents won’t Say: #3 Your Child doesn’t Need Life Insurance

Life insurance for children is a topic I’ve discussed in the past, a few times. And while I mostly agree that a lot of agents (and consumers) often get things backwards in terms of what, how, and even

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Is Indexed Universal Life Insurance Just what the Doctor Ordered?

Most of our readers and clients are familiar with the White Coat Investor—a web site started a few years ago by Jim Dahle, a physician who practices Emergency Medicine. I’ve talked about Jim’s work

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139 Financial Pro Cast: You Can’t Sell THOSE Products?

This is our second week of publishing the Financial Procast after going back to our original format of discussing various issues that have come in the world of finance. We sincerely hope that those in

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Ten Things Life Insurance Agents won’t Say: #2 We’d Rather Sell you Investments

Moving right along on our critique of Market Watch’s failed attempt at a slam piece against insurance agents from a few months ago, today we take on item #9. Apparently insurance agents find insurance

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Indexed Universal Life Insurance: Another Weird Trick to get more Cash out of your Policy

Indexed Universal Life Insurance is the dominate form of fixed (i.e. not involving any direct investment in mutual funds) universal life insurance for cash accumulation, and just like whole life insurance

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138 Financial Pro Cast: No One Use the Bathroom After Metlife

And so begins the 3rd year of the Financial Procast… Our listeners have told us that they would really like for us to get back to our “roots”. That is to say, we wax poetically about

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Ten Things Life Insurance Agents won’t say: #1 you have too much Life Insurance?

Back in July, market watch published a list of 10 Things Life Insurance Agents won’t say, which is an on going theme for the articles author, Daniel Goldstein. The piece attempts to be provocative and

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