Writings by Insurance&Estates
Browse our articles on life insurance
Why Maxing Your 401(k) Isn’t Enough (And What to Do About It)
The Sophisticated Next Step for High-Income Professionals Who've Maxed Their 401(k)s By Barry Brooksby, Financial Architect & Steve Gibbs, Estate…IUL Implementation Guide 2025: The 3-4 Year Cash Value Reality
By Jason Herring, IUL Specialist The indexed universal life insurance market has entered a pivotal phase in 2025, driven by…
Pay Off Your Mortgage in Half the Time with Infinite Banking
By Denise Boisvert, Debt Elimination Master What if you could pay off your 30-year mortgage in just 13–15 years without…The $130 Billion Banking Secret: How to Become Your Own Bank and Supercharge Your Wealth
By Barry Brooksby, Infinite Banking Practitioner Twenty-five years ago, I was a young financial advisor, fresh with securities licenses, channeling…IUL Retirement Plan: Tax-Free Income Strategies for 2025
Traditional retirement income sources like Social Security, employer pensions, and personal savings are staples for many, but they often fall…Famous Estate Planning Disasters: Lessons to Protect Your Legacy
Picture yourself as one of Prince's siblings, eight years after his death, sitting in a sterile conference room as lawyers…Infinite Banking Retirement Plan: A Better Path to Retirement and Legacy
In a world where 62% of Americans own stocks, yet the top 10% hold 93% of stock wealth (Federal Reserve,…Using Indexed Universal Life (IUL) for Estate Planning and Wealth Transfer in 2025
Estate planning can shield your loved ones from financial burdens, especially with looming estate tax changes in 2025. With U.S.…Dave Ramsey Personal Finance Advice: A Consumer Analysis
By Jason Kenyon, Esq., CFO & Co-Owner, Estate Planning & Insurance Strategist 🔗 Part of Our Dave Ramsey Analysis Series:…IUL FAQs: Answers to Common Questions About Indexed Universal Life
Table of Contents Introduction to Indexed Universal Life Insurance How IUL Differs from Other Permanent Life Insurance Understanding IUL Interest…
