It’s time to answer the whole life vs IUL debate once and for all. Because really there is no debate. There is no right and wrong. There are simply choices. But I want to keep you informed about the newest technology and by far the IUL is the better engine for growth. Whole life…
In a previous article, I recommend a life insurance retirement planning tool called Indexed Universal Life (IUL). IUL is an advanced equity life insurance strategy. As I said in that article, there is a lot of misunderstanding and misinformation out there about this financial tool. This is a shame, since if it is set up and…
For those who want to implement our private pension account approach, understanding the index universal life insurance pros and cons is very important.. Indexed Universal Life (IUL) is an advanced equity life insurance strategy. Before reading the rest of this article, I recommend that you go ahead and Google IUL, so we can get that…
Prepare Financially for the Unexpected Conversations around retirement planning typically revolve around money and life insurance for military retirees. How much money will you need to live on? How much will you need to save? How much income will your savings generate? Will you have enough? This focus on money tends to steer conversations with…
There is a lot of misunderstanding and misinformation around whole life insurance for Veterans. But the biggest problem with whole life is that it hasn’t changed in many years. Agents today are selling the same whole life insurance products they were selling in the eighties. Most of the policies that were sold to veterans don’t…
What is the best life insurance for veterans? The best life insurance for veterans depends entirely on the individual! That is the mistake the majority of service member make when they elect the government sponsored plans such as SGLI, VGLI and SBP. They aren’t being rewarded for their personal health and financial potential. Instead, everyone…
One of the biggest mistake Veterans make with their old whole life insurance policies is not realizing that it’s possible that a cash surrender value is taxable. This is completely avoidable because you don’t have to surrender a cash value life insurance policy to get access to your money. In fact, there’s a good reason…
Still have a question? Schedule a call with our team or email us.
enter your email:
