Archive Monthly Archives: April 2016

IPB 024: The Ultimate Guide to Paid Up Additions (podcast edition)

We love paid-up additions and if you've listened to us at all, you're not all that surprised. But we’ve made a little misstep in terms of being so broad in our discussion about them. And we're always

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2015 Operational Cash Flow Growth for Whole Life Focused Life Insurers

We’ve reported on operational cash flow among life insurers in the past and note that we hold this metric in high regard for a multitude of reasons. Our philosophy is that operational cash flow shows

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IPB 023: The Fiduciary Rule

Well, the Department of Labor has finally rolled out their long awaited ruling on retirement accounts and a new “fiduciary rule”. Rather than re-invent the wheel here in this post, I'm going

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IPB 022: Life Insurance Customer Service Pitfalls

Today we're talking about one of the less glamorous aspects of our business…customer service. It seems like an obvious thing. Surely a life insurance company that sells a particular product will

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IPB 021: Actually, You Shouldn’t Buy That Policy On Your Kids

In the world of “financial advice” there is certainly no shortage of bad ideas. Today's podcast focuses in on one particular concept that we think is particularly dumb. There are some savvy

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