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FROM THE BLOG
  • Which Life/LTC Insurance Combo is the Best? (3/18/2019)- Which Life/LTC Insurance Combo is the Best? How do you know when to use universal life insurance with a LTC rider or a true hybrid life/LTC product? We usually associate hybrids with clients that can afford larger premiums since these products are usually available as short-pay or single pay plans. Likewise, we propose ULs with [...]
  • Sales Idea 68 – Non-Med IUL on a Budget (3/11/2019)- Non-Med IUL on a Budget The average index universal life (IUL) insurance premium is just over $9,000 per year. What about clients working with a smaller budget? Can an IUL still work for them? This convenient chart shows retirement income amounts for several ages based on much lower monthly contributions to an IUL. Better yet, [...]
  • Sales Idea – IUL or 401(k)? Which is right for your clients? (3/4/2019)- IUL or 401(k)? Which is right for your clients? Many people fund 401(k) plans for retirement savings, but are they right for everybody? Would something else be better? In this video, I explore pros and cons of 401(k) plans when compared to an overfunded index universal life (IUL) insurance policy. For some people, the tax [...]
  • Sales Idea 19 – Two Reasons to Move IRA Funds to Permanent Life Insurance (2/25/2019)- Two Reasons to Move IRA Funds to Permanent Life Insurance Two Reasons to Move IRA Funds to Permanent Life Insurance Do you have clients with money in IRA’s right now? Here are two reasons to consider moving those funds to a permanent life insurance policy: 1) Market risk – The stock market goes up and [...]