Archive for the Insurance Pro Blog Podcast Category


IPB 065: According to DALBAR Average Investor Results Are Below Average

  Over the last few years…basically since the beginning of the Insurance Pro Blog going back to the summer of 2011, we’ve been preaching the gospel of whole life insurance. Sure, there have been plenty of people who’ve come along to tell us how wrong we are and how a simple investment in an index […]

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IPB 064: Sorry, You’re Not Rich Yet

  A million bucks ain’t what it used to be. There is a movement afoot to liberate people from their life of indentured service aka “a job”. While we believe it’s a noble pursuit to pursue financial freedom–having a passive income that exceeds your living expenses–we also feel that people are going to need more […]

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Wait…Aren’t Fixed Indexed Annuities Evil?

  According to all media reports and the long fought battle around the Department of Labor’s new “Fiduciary Rule”, fixed indexed annuities are evil. If that’s so…why are more people than ever choosing to purchase them? Based on recently released numbers from 2016, sales of fixed annuities are on the rise. Here are some of […]

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IPB 062: The Long Term Care Insurance Debacle

  We’re veering off course slightly this week to discuss long term care insurance. The recent decision to finally allow the beleaguered long term care insurance company, Penn Treaty (not to be confused with Penn Mutual) to be liquidated, sparked a need to discuss the ongoing issues with long term care insurance in general. We […]

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IPB 061: Life Insurance Premium Financing

  It’s honestly a bit shameful that we produce a podcast for well over a year that has life insurance as its primary subject and we’ve yet to discuss the subject of life insurance premium financing. Well, that stops today. With one caveat… Please keep in mind that this is a complex topic with many moving parts and […]

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IPB 060: The Retirement Nightmare

  If you believe the government needs to figure out a way to help you better fund your retirement, you probably should just skip this episode. On the other hand, if you’d like to hear us discuss a recent survey regarding retirement preparedness and how 80% of Americans believe the government needs to fix their […]

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IPB 059: Leverage…You’re Probably Doing It Wrong

  In episode 59, we’re not directly discussing the finer points of cash value life insurance. Just thought I’d get that out of the way in the spirit of full disclosure. No, we’re adding another episode to our Soapbox Series. It actually comes on the heels of a private discussion Brandon and I were having […]

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IPB 058: When Your Insurance Company Decides to Go a Different Direction

  Typically when someone says, “we’ve decided to go in a different direction” I get the image of sitting in the conference room of my very first job post-college. The conference room was affectionately known as the “fish bowl” because it was all glass and all of your co-workers could gawk at you being admonished […]

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IPB 057: Stock vs. Mutual Life Insurance Companies

  The debate between life insurance company structure rages on into the 21st century. It’s not as big a headline as it once was in the industry. So, does that mean that we’ve decided that it really doesn’t matter? Obviously, there are real structural differences in the the capital structure and there are perceived differences […]

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IPB 056: No, You’re Not Rich…But You Could Be

  After taking another week off from recording a podcast we’re back and we’re taking another slight detour from diving into the minutiae of life insurance. Not to worry, today’s episode is related to life insurance but the relationship is tangential. Something we’ve seen repeatedly over the last several years is a notion that taking baby […]

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