Buying a car can be a daunting experience for anyone, especially for those in the military who might face unique challenges. There are so many factors to consider – the make and model, financing options, negotiating the price and dealing with pushy salespeople. But what if I told you that there’s a common mistake that…
In this blog post, we will explore the contracting relationship between insurance brokerages and carriers and explore the application process for purchasing life insurance. We will also discuss the benefits of life insurance and the tax implications associated with it. The Role of Insurance Brokerages Insurance brokerages, such as US VetWealth, play a crucial role in…
Retirement comes with its own set of financial challenges, especially when it comes to managing your income and minimizing taxes. In this blog post, we will delve into the world of tax-free income options after retirement, specifically focusing on the experiences and advice shared by Trevor, Scott, and Mike, experts in financial planning for military retirees….
Life insurance is an essential financial tool that provides protection and financial security to individuals and their loved ones. However, choosing the right life insurance strategy can be a daunting task, especially considering the different life stages and unique circumstances each person may face. In this blog post, we will explore various life insurance strategies, including…
Military pension strategies can be complex and confusing, but understanding them is crucial for service members and their families. In this blog post, we will provide a detailed illustration of military pension strategies and explain how to read and interpret these illustrations. By the end, you will have a solid foundation to make informed decisions regarding…
Today, we want to dive into a topic that is near and dear to our hearts: using Indexed Universal Life (IUL) insurance as a solution to the military retirement problem. In many of our videos, we have discussed the Survivor Benefit Plan (SBP) alternative as an introduction to the use of this powerful tool. While the…
Indexed Universal Life Insurance (IUL) is a type of life insurance that focuses on what happens while you’re alive, rather than just what happens after you pass away. It offers flexibility and allows you to save and invest at your discretion, making it a powerful financial tool for individuals and families. When you hear the term…
Indexed Universal Life (IUL) insurance has gained popularity in recent years as an alternative to traditional life insurance policies. It offers a unique combination of protection and financial growth, making it an attractive option for many individuals, especially for those concerned with financial planning for military retirees and seeking a Survivor Benefit Plan (SBP) alternative. In…
We recently received the hardcover copy of our latest book, “Don’t Forget Your War Chest,” and we couldn’t be more thrilled with the outcome. In this blog post, we will provide you with an overview of our book, its purpose, and why it is an essential resource for anyone navigating the complexities of military retirement…
In this blog post, we’ll delve into the concept of freedom and how it relates to the equation of time, talent, and treasure. We’ll also explore the myth of traditional financial planning and the unique opportunities that military retirees have in reshaping their post-military lives. The Freedom Equation What is financial freedom? It’s often misconstrued…
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