Archive Monthly Archives: January 2015

156 Newsflash: Rich People Save More Money

Well, today's episode takes us back to our normal format where we scoured the interwebs looking for stories that we think would interest our community and that we could pontificate on for more than a minute

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155 Taxes: Because I Don’t Want To

Today's episode is all about taxes. Now, we normally talk about taxes as the April 15th deadline approaches, however, with all the buzz concerning the President's latest proposed changes that could ultimately

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Understanding Life Insurance Underwriting: What does it mean to be Standard or Preferred

The life insurance underwriting process is an evaluation of an applicant that insurers use to categorize policyholders. The regular categories looking something like: standard, preferred, and preferred

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154 Variable Universal Life Insurance Lawsuit – Larson financial

A new variable universal life insurance lawsuit was filed in California Superior Court back in October of 2014 alleging Breach of Fiduciary Duty, Fraud, Professional Negligence, and Unjust Enrichment.

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Why aren’t there more Fee-Only Insurance Advisors?

Fee-only insurance advisors sound like a good idea. Since we can never know if an insurance agent/broker is truly working in a client’s best interest or secretly anticipating a commission check, the

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153 That Two-Faced Sonnova…

We had a couple of thin topics to start off today's episode but not to worry…the last two topics carried us and we had plenty to say about those things. It seems talking about 401k's and picking

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The Myth of the Evil Insurance Salesman

For years, media types and fee-for-service consultants have shouted commissioned salespeople into a dark ugly corner. This bullying reinforces the stereotype that commissioned sales professionals twist

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152 Grandma’s Gold Bunions

Well, here's the first episode of the Financial Procast for 2015. The show has now managed to span three calendar years and we are grateful that you choose to spend some time with us each week. It's been

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