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Articles / Videos

Our Approach

Evaluating Life Insurance Carriers: The Role of Brokerages in Optimizing Client Benefits

Mike, Trevor, and Scott discuss the relationship between the brokerage and life insurance carriers. The

Our Approach

Customizing Financial Strategies: Unlocking Tax-Free Income for Military Retirees

In this discussion: Mike, Trevor, and Scott discuss various options for tax-free income after retirement

Our Approach

Leveraging Cash Value Life Insurance for Maximum Retirement Benefits: An Analysis by Scott and Mike

Scott and Mike discuss strategies for transitioning military service members to maximize their retirement income.

Our Approach

What is Indexed Universal Life Insurance?

This video discusses Indexed Universal Life (IUL) insurance. Mike provides a high-level overview of IUL,

Our Approach

Unlocking the Mystery of IUL: The Financial Industry’s Best-Kept Secret for Military Retirees

Scott and Mike discuss using an Indexed Universal Life insurance plan as a tool to

Our Approach

Solving the Military Retirement Problem: An Introduction to Indexed Universal Life Insurance

Mike, Scott, and Trevor summarize the concept of Indexed Universal Life insurance (IUL) as a

Our Approach

A $300,000 Decision: Your Military Retirement

Scott discusses a new book he has written to help military service members plan for

Our Approach

Using Life Insurance to Cover Your Full Military Pension Amount

In this discussion, Scott and Mike are discussing life insurance strategies for military retirees to

Our Approach

Re-thinking Retirement Planning: The Private Pension Solution for High-Income Military Earners

How to Reframe Your Perspective on the Survivor Benefit Plan and Post-Military High-Income Earning Challenges

Our Approach

Qualifying for a Private Pension Alternative: Understanding the Medical Underwriting Process

If you’re considering a private pension alternative to the Survivor Benefit Plan, it’s important to

Our Approach

Survivor Benefit Plan Alternative: Building Your Own War Chest through Private Pension

For military personnel and veterans, one of the major concerns after retirement is how to

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