Archive Monthly Archives: June 2015

Whole Life Insurance Pros and Cons

First, I feel the need to provide context for this post. 99% of our clients want to use cash value life insurance as an asset class. Which means people need to distinguish whole life insurance from

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175 The Plural of Anecdote is Not Data

Every now and then something comes along that we just have to spend a bit more time on than usual. Today in the second half of the show, we get into proposed legislation from the Department of Labor. Now,

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Could Your Loan Rate on Your Indexed Universal Life Insurance Drive Your Cap Rate Down?

Recently there have been some rumblings in the life insurance industry. I know, big surprise. It seems life insurance agents and industry professionals love to disagree. First, make sure you read last

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174 Predictions with Exactitude

Today we're tackling the topic of getting your financial house in order. That also means that we're discussing the lack of solid financial educational information that is available.

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Introduction to Indexed Universal Life Insurance Policy Loans

Indexed universal life insurance policies generally offer two types of policy loans. Though the language can be a bit intimidating to some, by the end of this introduction, you should have a solid understanding

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173 It’s All About Cashflow

One of the most common phrases you'll see tossed around on the internet (at least as it relates to the topic of personal finance) is that “cash is king”. In fact, we recorded a podcast on that

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172 Congress Doesn’t Give a #*?@! What You Think

Well, back from the beach and with much better wifi than what I had last week. I don't think there are any long moments of silence in this episode. Here's what's on tap for episode 172: Data Shows that

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