Below is where I discuss insuring an 86 year old as well as what Term options are available for older folks...
Term 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: LTC, Life, and Retirement. Oh, and the Engineer!!!
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...
The Absent Insurance Agent I Needed 40 Years Ago
The below is actually from one of my most popular columns that I wrote for Broker World Magazine that I want to share...