This is a case study video where I was helping an agent figure out why the minimum DBs where so much different on the...
Indexed Universal 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...
Carrier Implementation of Section 7702 Changes.
As I was speaking with a few carriers recently about them signing up and contributing expertise to the Retirement...
Whitepaper: The Consolidated Appropriations Act of 2021
The consolidated Appropriations Act was a roughly 5,500 bill that was signed into law in late December 2020. The...
The Low Interest Rate’s Impact On Caps
As you may have read in my other article on this topic that can be found here, I mentioned that the average general...
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...