Archive Monthly Archives: July 2015

178 Oh Kevin, I’d Like to Buy Some Health Insurance

  We're back after a two week unplanned hiatus. Sometimes life happens, not much we can do about that. Thankfully, we still remember how to record and produce a podcast. Here's what we're discussing

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A Fixed Indexed Annuity Success Story

  Fixed indexed annuities are fixed interest rate annuity products that derive the interest rate credited to the policy’s cash values based on movement in an index (the same way indexed universal

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There is no Whole Life vs. Term Insurance Debate

An aspect of the financial services and insurance industries that has always bugged me is this notion that there is some sort of debate over which life insurance product someone should buy. To set the

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177 URSA: The Other Retirement Plan

  Are you tired of new ideas? Why is that people (us included) spend so much time trying to come up with new ideas when the old ones aren't bad? Let me clear, lest you think I'm a luddite. I'm not

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Life Insurance Has Weathered the Opinion Storm

Life insurance is a pretty unique financial tool. It’s no secret around here that we’re fans. Our admiration comes from personal observations and a lot of number crunching we’ve done to arrive at

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176 I Don’t Think That Word Means What You Think It Means

We tried not to talk about the Department of Labor's proposed rule change regarding retirement accounts. I promise. We had a conversation where we specifically decided we weren't going to do it. But then

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