Below is where I discuss insuring an 86 year old as well as what Term options are available for older folks...
GUL and Fixed Life Blogposts
Case Study: Estate Planning with an ILIT
Below is a case study video on a friend/client of mine that recently had a $10 million buyout from a Private Equity...
Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!
August 10th (11:30 CST - 12:30 CDT) We all know Tom Hegna!!! We are honored to have him. He is one of the foremost...
Case Study: Section 7702 Changes, Before and After
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Webinar Recording from June 3rd, 2021: Luke Cosme Discusses The Life Industry, Regulations, and Opportunities
The Retirement Academy is thrilled to have Luke on this webinar. I have known Luke for about a decade now and there...
Caps, Dividends, Rates, Etc. Will Decrease
It’s not breaking news that life insurance carriers (and everybody else) have seen 40 years of dropping yields on...
My $86 Haircut, Minivans, IUL and GUL
For my friends out there who have seen my head and how it can cast a blinding reflection if the sun is at the right...
Why “Overfund” A Life Insurance Policy?
As my company trains scores and scores of financial professionals every month on permanent life insurance, we...
The Difference Between Universal Life and Indexed Universal Life
The major difference between current assumption universal life insurance and IUL is what the carrier does with the...