What’s the problem with binoculars? They perform a great duty in that they make things that are off in the distance become very clear to us. The problem is that they isolate your perspective so much that you often miss what’s right in front of you. What’s that got to do with anything you ask? …
Cash value life insurance is not really like a shirt sitting on the rack at Macy’s, but instead a stock piece of clothing at your favorite clothier. Sounds a tad strange, but here’s my point. Life insurance is a very customizable product. I can tweak a lot of aspects to life insurance (any kind really) …
Buy term and invest the difference has long been the mantra of investment salesman(women) and Primerica built an entire company around the idea. The premise behind the concept has always been that one could achieve a greater return with “investments” vs. traditional whole life insurance and it’s cash surrender value build up. For the investment …
We like life insurance and more specifically we like cash value life insurance. Doesn’t really matter which type of cash value life insurance it is, whole life insurance universal life insurance truth is both accomplish some magnificently great things. But neither Brantley nor I started our careers with the appreciation we now have for life …
In today’s episode of the Financial Procast we’re talking about the Guggenheim group getting sued–kind of, ETF portfolios lag traditional mutual fund portfolios, retirement savings tax breaks may be cut for high earners and myRA’s gonna save us all.
Here’s what we have on tap for today: Millennials are stingy with their money, 401k matches get cut, another life insurance company sheds their broker-dealer and one CEO says the poor should stop whining.
While there is no doubting the last couple of years have been really great years for the stock market (if you think of it in terms of the growth over the year, rather than growth from many years past), but we’d like to take a moment and think of things a tad longer term. But …
By all accounts Ted Benna should be heralded as an American hero. But I’m willing to bet most of you have never heard the name. Ted is credited as being the guy who created a financial tool that reformed personal finance throughout the last three decades and made more Americans members of the stock investing …
Today we’re getting back our roots so to speak and delving into some of the more interesting financial news stories that we’ve uncovered from the last few weeks. After a run of episodes where we essentially tackled one topic/issue at a time, we decided to revisit our original format this week. Hope you enjoy!
Happy New Year to all of those who’ve stopped by the Insurance Pro Blog on the first day of 2014! We’re busy making plans for the new year as you read this on our never ending quest to bring our community greater value this year than we have in the past. If there’s something you’d …