Mike, Trevor, and Scott discuss the relationship between the brokerage and life insurance carriers. The
Articles / Videos
In this discussion: Mike, Trevor, and Scott discuss various options for tax-free income after retirement
Scott and Mike discuss strategies for transitioning military service members to maximize their retirement income.
This video discusses Indexed Universal Life (IUL) insurance. Mike provides a high-level overview of IUL,
Scott and Mike discuss using an Indexed Universal Life insurance plan as a tool to
Mike, Scott, and Trevor summarize the concept of Indexed Universal Life insurance (IUL) as a
Scott discusses a new book he has written to help military service members plan for
In this discussion, Scott and Mike are discussing life insurance strategies for military retirees to
How to Reframe Your Perspective on the Survivor Benefit Plan and Post-Military High-Income Earning Challenges
If you’re considering a private pension alternative to the Survivor Benefit Plan, it’s important to
For military personnel and veterans, one of the major concerns after retirement is how to
