Podcast Episodes - The Insurance Pro Blog

030 Do You Sell Insurance or Encyclopedias?

(Complete Show Notes Below)

In the 30th episode of the Financial Procast:

Prudential Says Bankers Should Be Jealous

In a stunning statement to a group of bankers in Boston, Mark Grier, vice chairman at Prudential said, “We're getting more than 2 percentage points of fees from the assets that are part of our annuity business. In your business, you probably would dance in the street over 40 or 50 or 60 basis points”

Take that you suckers! Here you bankers have been sluggin' it out for table scraps and we've been raking in the money over here at Prudential.

Keep Reading

029 Why Did Dylan Live Alone

by Brantley Whitley

028 Who’s Your Sugar Daddy?

by Brantley Whitley

Podcast: Play in new window | Download

(Complete Show Notes Below)

In the 28th episode of the Financial Procast:

Looks like Ally Bank needs an ally

The Fed performed its most recent round of “stress tests” for the largest banks in America. You know, the ones that are supposedly “too big to fail”. Anyway, it seems that 17 of the 18 largest banks passed the test but there's one that didn't quite cut it. Who's that you ask…Ally? Who? Yeah that bank that seemingly came out of nowhere and suddenly owned prime time media with all of its commercials.

Keep Reading

027 True Dat

by Brantley Whitley

Podcast: Play in new window | Download

(Complete Show Notes Below)

In the 27th episode of the Financial Procast:

It's Tax Season Once Again

After Brandon invokes the Time, Place, and Manner clause of the U.S. Constitution, we talk taxes. Yeah, April 15th, the most dreaded day of the year for those that have to write checks to the IRS.

Keep Reading

026 Now We All Know What Age Nearest Means

by Brantley Whitley

Podcast: Play in new window | Download

(Complete Show Notes Below)

In this 26th episode of the Financial Procast:

Estate Planning-It's Not Just for Rich People

When's the last time you reviewed your beneficiary designations on your life insurance policy(s), retirement accounts (IRA's, 401k's, etc.) and your will/trust/medical directives? If you're anything like most of us, you’ve probably not re-visited your documents as recently as you should have.

Keep Reading

025 An Equal Opportunity Delusion

by Brantley Whitley

Podcast: Play in new window | Download

(Complete Show Notes Below)

In this 25th episode of the Financial Procast:

We've Got a Problem with the 401k

I'm sure that all of our readers/listeners will get a huge shock from hearing/reading this statement. In previous episodes, we've sort of tip-toed around our dislike of the 401k. Today we just come out and tell you exactly what we think is wrong with the 401k and why it should never be used as a primary retirement funding vehicle.

Keep Reading

024 Is That the Saaalus Agency?

by Brantley Whitley

Podcast: Play in new window | Download

(Complete Show Notes Below)

In this action packed episode of the Financial Procast:

No Money Down, No Problem–no money down mortgages make a comeback!

Remember all those really awesome mortgages you could get just a few short years ago? In case you've already forgotten the ingeniuous array of products that the mortgage indsustry served up, I'll refresh your memory–state income loans (aka liar loans), no money down mortgages, 80/20 loans, and the every popular interest only adjustable rate mortgage just to name a few.

Keep Reading