401k vs Annuity: Which Plan Wins?
Cash Surrender Value of Life InsuranceWhen it comes to planning for retirement, two of the most popular options are 401(k) plans and annuities. Both have their own advantages and disadvantages, and the right choice often depends on individual circumstances. In this blog post, we’ll dive deep into expert insights, little-known secrets, and strategic game-changers to […]
Maximize Your Lump Sum
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 […]
Achieve Financial Independence Faster And Smarter
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 […]
Maximizing Benefits with IUL
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 […]
The LASER Fund Strategy
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 […]
How to Emulate the Experts
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 […]
Policies for Maximum Benefit
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 […]
Revolutionize College Funding
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 […]
Is Indexed Universal Life Insurance a Scam? IUL Myths BUSTED!
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!
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 […]