Archive Monthly Archives: January 2018

Are Whole Life Insurance Policies Worth It?

Our focus within the life insurance industry is helping our clients maximize the potential for cash surrender value accumulation of whole life insurance and indexed universal life insurance policies. In

Continue reading

IPB 095: When a Lower Rate of Return Gives You More Money

“Whole life insurance/universal life insurance is a terrible investment because the rate of return is horrible.”  We've heard that before.  You don't have to wander the interwebs far to find

Continue reading

IPB 094: The Ticking 401k TimeBomb

The Center for Retirement Research at Boston College has released their latest report which compiles information from the Federal Reserve's: Survey of Consumer Finances (SCF) which provides a glimpse into

Continue reading