The Oklahoma Sales Tax Holiday is a prime opportunity for shoppers to save on essential items, especially as the back-to-school season ramps up. This annual event allows consumers to purchase specific items without the added cost of sales tax, making it a highly anticipated weekend for many. However, the key to truly maximizing your savings […]
Oklahoma Sales Tax Holiday: What Retailers Won’t Tell You Read More »
Max funded iul is the dream solution to a myriad of financial goals yeah a lot of our clients use it for retirement planning and death benefit and they become self-insured within 10 or 12 years many times where their cash value equals or exceeds the death benefit but it knocks the socks off of
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Achieve Financial Independence faster and smarter uh they came out with indexing in 1997 so that you could keep earning a high interest rate even in a low interest environment by linking your returns to an index but that does not mean you're investing in the index funds in the stock market uh there's a
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structure index universal life I correctly and fund it properly if you do that and you are meeting with an adviser who understands how to do this correctly your money will accumulate taxfree under section 72e of the Internal Revenue code you can access the money totally income taxfree under Section 7702 and when you
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Max Ben at iul is the dream solution for a myriad of financial goals but let's talk about uh estate planning so many times when I meet people and they're worried about estate planning they want to uh maximize what they leave behind to their heirs the best way to do that in a family
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do you know in 2008 When U 400 Banks went under 900 more were on the watch list on the brink of going under and that's when the federal government asked the five major banks in in America to disclose where they have their tier one assets for liquidity and safety guess where they had
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structure iul correctly and fund it properly I would recommend first of all to stop funding policies whether it's on yourself or if you're an adviser stop funding an insurance contract and I policy based on only paying the Target Premium I can't believe how many agents do that how many clients just pay the
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are you optimizing all of your assets while minimizing taxes when I would meet with clients in the 50 years that I've been a financial strategist and a retirement planning specialist we would go through and analyze seven asset categories they're shown here on the screen let's just look at College funding for example so
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don't let bad information rob you of one of the greatest Financial Tools in America what is it it is a properly structured Max funded index universal life when it's funded properly and it structured correctly and so uh let me show you some of the myths what I call myth conceptions about ilul and
Is Indexed Universal Life Insurance a Scam? IUL Myths BUSTED! Read More »
don't let bad information rob you of one of the greatest Financial Tools in America what is it it is a properly structured Max funded index universal life when it's funded properly and it structured correctly and so uh let me show you some of the myths what I call myth conceptions about ilul and
Is Indexed Universal Life Insurance a Scam? IUL Myths BUSTED! Read More »
