101j Business Owner Review
We ran a webinar today regarding 101j and the impact it has on your business owners, CPAs, and your individual...
Upcoming Webinar: 101j Business Client Review
This upcoming webinar covering the 101j Business Client Review might be the most important webinar for you to attend. In...
2021 Tax Free Income Update
AG-49a is now in effect and here is a good look at income solves as of January 2021. There has...
Why We Sell Life Insurance
I was on LinkedIN earlier this week and I came across a post from a 2nd level connection that disturbed...
This Shocking IUL Solve Beats Fixed Indexed Annuities
With the Life Industry and Annuity Industry facing pressures due to the interest rate environment and regulation, it's important to...
Tax Free Income Landscape
The Insurance Industry has been under a lot of stress lately due to regulation, low interest rates, and high volatility....
Utilizing the Catchup Provision Could Save 20% or more!
We have two recent posts Guranteed Universal Life Landscape Q3 2020 and Using Hybrid Guaranteed Indexed Universal Life that do a good job of...
Using Hybrid Guaranteed Indexed Universal Life
When we look at the GUL Landscape, we have seen a considerable change in the leverage we are able to...
How Would Indexed Universal Life Perform in the Worst, Best,and Most Recent Markets?
The market can be volatile and this volatility can often create uncertainty around "how safe is my money", regardless of...
Does Indexed Universal Life Work?
I often get asked "Do you believe Indexed Universal Life works?". It's an interesting question and certainly many valid arguments...