Archive for October, 2017


IPB 086: You’re Focusing on the Wrong Thing

  Following up our episode from last week where we discussed how an indexed universal life (IUL) policy would have fared over the last 10 years, we thought it would be interesting to dig into THE most powerful aspect of IUL in our opinion–years when the market index has a negative return. This is something we’ve […]

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IPB 085: Double Your Money in 10 Short Years

  If you’d invested at the very top of the last market cycle–October 9, 2007, you’d now have slightly more than doubled that investment (according to the Wall Street Journal) despite the vomit-inducing period of the next few years where you watched your money cut in half. That’s all fine but when I saw that […]

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IPB 084: Yes, You Need a Forced Savings Plan

  It’s not uncommon for people to refer to whole life insurance as a “forced savings plan” or at least it was common back when we started out in the industry. Sounds like a bad thing but is it really? Sounds like a bad thing but is it really? We’ve seen some data that indicates […]

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