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A great friend of mine and a Retirement Academy member sent me his thoughts on GLWB/Lifetime Income Rider taxation that was prompted by one of the case studies I published last week. Because he is humble and wants no credit, we will call him "Mystery Man". Read his...
Here is a great whitepaper with 7 tips on helping your clients create Tax-Efficient Retirement Income
This article is unique in the way it dissects the whole life insurance/cash value design
On January 14, 2021, Biden unveiled his $1.9
trillion dollar stimulus package, referred to as
The American Rescue Plan. If Biden’s economic
relief package passes, it will be the 6th piece of
legislation designed to combat the ongoing effects
of the pandemic.
The consolidated Appropriations Act was a roughly 5,500 bill that was signed into law in late December 2020. The $600/person stimulus is what took the headlines but there is more to it than just the stimulus.
A good friend of mine and somebody that I lean on a lot is an advanced sales mastermind, and her name is Heather Schreiber. She wrote this whitepaper on "How Annuities Are Taxed". Much of this you may already know but I bet there are a few things in here that will be...
Topics discussed in whitepaper:
Difference between UL and IUL,
Difference between IUL and Whole Life,
Unique actuarial information explained simply,
Options strategies that the carriers use,
Value proposition of IUL,
Decreasing caps and thoughts on if they will continue.
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