One of the best-selling financial books of all time, Robert Kiyosaki’s Rich Dad Poor Dad is a tour de force of simple but powerful advice for improving your financial position. From suggestions for how you can approach investing from the standpoint of generating cash flow rather than incurring debt to ideas for reframing your thought […] Read more
The Many Benefits of Cash Value Life Insurance Generating tax-free cash flow with a proven and reliable asset Although life insurance is oftentimes purchased for the death benefit it provides, there are actually many ways that this flexible financial vehicle can be used – and no one has to die in order to receive monetary […] Read more
The following transcript is from our webinar Dividend Paying Whole Life Insurance as an Alternative to FDIC Banking. You can view the webinar in full below. Steve Gibbs: All right. Well, thank you guys for joining us. I’m excited to jump in, and Barry and I have done a good number of webinars over […] Read more
Life Insurance Statistics Coverage trends that could provide you with even more protection! Around half of American families would have a difficult time financially if the primary wage earner were to die. Replacing the primary income in a household is just one of the many ways that life insurance can provide a financial safety net […] Read more
If you’re looking for ways to maximize your available cash, while at the same time reducing – or even eliminating – the amount of tax that you’ll have to pay in order to access it, a life insurance policy could provide you with a solution. While many people think of life insurance coverage only for […] Read more
Most people do not enjoy paying taxes. This is true both before and during retirement. But what many investors do not realize is that funds in traditional IRAs that grow on a tax deferred basis right now will eventually be taxed – and if future income tax rates are higher than they are today (as […] Read more
Regardless of how much money you have saved, the key to a successful and rewarding retirement is income – particularly incoming cash flow that arrives on a regular basis for the remainder of your lifetime, no matter how long that may be. That is because when you have this system in place, you can worry […] Read more
The following article we will help shed some light on which companies offer the best IULs, what are the many benefits indexed universal life provides, as well as list some of the potential pitfalls you should be aware of. Table of Contents Key Takeaways Best Indexed Universal Life Insurance Companies About Indexed Universal Life Insurance […] Read more
The following article covers all things related to life insurance proceeds. The following topics will be covered. What Happens to Unclaimed Life Insurance Proceeds? Where Do Unclaimed Life Insurance Proceeds Go? How to Learn About and Access Unclaimed Life Insurance Funds The Model Unclaimed Life Insurance Benefits Act The Best Life Insurance for Long-Term Needs […] Read more
Understanding 1035 Exchanges: How to “trade in” your life insurance, long-term care coverage, or annuity for a plan that better suits your needs Life insurance, long-term care coverage, and annuities can play a key role in your short- and long-term planning. These financial vehicles can help you to ensure that you and your loved ones […] Read more
