Archive for September, 2016


IPB 045: Can We Just Leave Dave Ramsey Alone?

  We’re drawing a line in the sand here. It’s time for insurance agents to get over Dave Ramsey. He has his crowd, his fans, his followers or whatever you want to call them. And that’s okay…get over it. Seriously. How many articles can you write about one guy who hasn’t really said anything different […]

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IPB 044: It’s All About the Taxes

  In exploring what we should talk about in episode 44, we realized that we’ve somehow gone almost an entire year without dedicating an episode to a discussion of taxes in relation to life insurance. Oops! Sometimes we get caught up in focusing on finer points and miss the big picture. But we are correcting […]

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IPB 043: The Indexed Universal Life Safety Review

With the current wave of companies lowering the caps on indexed universal life contracts, we thought it would be good idea to share our thoughts on that today. Honestly, we’ve been “low balling” expectations on IUL contracts since we started offering them to our clients five’ish years ago. And that was back when some policies […]

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IPB 042: The Really Important Life Insurance Metrics

  Well the summer’s over. Which obviously means that we’re not allowed to have anymore fun…right? You’d certainly think that if you were looking at our episode from last week and what we’re discussing today. In episode 42, we’re continuing with the spirit of last week’s episode. So, if you that was the greatest thing […]

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IPB 041: You Naughty, Naughty Life Insurer

  Today we are revisiting something that has popped up a few times over the years of writing and podcasting. But our take is a bit different and the focus of this episode follows suit. Our discussion revolves around universal life insurance. And no, we’re not hopping on board the media frenzy that wants to […]

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