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The following article is a transcript from a webinar on Using Life Insurance Policy Loans to Borrow from Life Insurance Companies. In this article, we linked to content that we believe would be helpful to further elucidate our points. We have also added additional content where we felt it would benefit our readers. For more […] Read more

Paid Up Additions for Whole Life Insurance

The following article is a direct transcript of our webinar Paid Up Additions for Whole Life Insurance. We have linked out to other articles when necessary to give our readers more information about a particular subject. Additionally, there are a few times where we have added additional content where we felt it would benefit the […] Read more

A key component of financial and retirement planning is safety – and part of keeping your assets protected is ensuring that your loved ones won’t have to struggle financially when you are gone. One of the best strategies for doing so includes purchasing life insurance. The proceeds from these policies can be used for a […] Read more

Do You Know Your Retirement Tax Bill?

The following is the full transcript of the webinar titled Do You Know Your Retirement Tax Bill? Get My Retirement Tax Bill Now! Steven Gibbs:                    I’m excited today. This is going to be a groundbreaking webinar with my pal, Jason Herring. Excited to start focusing on some of these concepts around IULs, index, universal life. […] Read more

How Business Owners Can Protect Their Assets Entrepreneurs and small business owners face a variety of financial threats, ranging from the liability risk that comes with interacting with the public to dangers like recession, or an accident that impairs their ability to operate their business. Aside from general risks such as an economic downturn or […] Read more

The following article examines three different whole life cash value charts to understand how different policy designs affect the outcome of the policy’s long term cash value growth. So, let’s begin with answering, What is Whole Life Insurance Cash Value? A tax-advantaged financial tool for generating tax-free income, paying off high-interest debt, and even becoming […] Read more

How to Protect Wealth When the Fed Is Raising Rates The low interest rate environment of recent decades appears to be on the way out. While rates may not currently be high by historical standards, they are nevertheless significantly above where they were just a year or so ago. With the Federal Reserve vowing to […] Read more

The number one danger to building wealth and creating a legacy is death and taxes. The good news is that permanent life insurance provides protection against both. In the following article, we do a deep dive into life insurance taxation to help you make a more informed decision about how you can best secure your […] Read more

The Ultimate Financial Flexibility and Control Using Insurance Trusts or “Grantor Trusts”, to Reduce (or Eliminate) Asset Transfer Taxes and Decide What Happens with Your Savings, Property, and/or Business – Now and In the Future While you may have spent a great deal of your life thinking about offense (by saving, investing, and trying to […] Read more

Finding financial strength and security in a crowded insurance marketplace While many people purchase life insurance for the death benefit that it provides, there are other features that can make these flexible financial vehicles enticing, too. For instance, with permanent dividend paying whole life insurance policies, there is a cash value where the funds are […] Read more