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Choices and More Choices – Where are the Guarantees?

Life Insurance, Index Funds, Mutual Funds, Low Fees, Lower Fees, – hey even Negative Fees now! 💫 Risk, Risk Management, Risk tolerance… how in the…

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Special history about the Apollo 11 Astronauts & Life Insurance Mortality Table updates

In this episode: Life Insurance Companies are updating their products for the latest 2017 CSO Mortality tables (CSO = Commissioners Standard Ordinary). The previous major…

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Should You Defer Taxes or Keep Your Money and Never Pay Tax Again?

Deferral has been called “magic” 🎩 in the financial world. Deferral can help you accumulate more money, but will it actually provide you more money…

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Recover the Cost of Caregiving by Family Members

Did you know that nearly 3 out of every 10 people provide care for chronically ill, disabled or aged members of their family? 😨 It’s…

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Financial Freedom for your Retirement Income Strategy

Happy Independence Day! 🇺🇸 It’s a great time to consider how you exercise your Financial FREEDOM. Financial planning used to be simple. Today there are…

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Why You Don’t Want to Buy Term and Invest the Difference

A L Williams popularized the concept of “Buy Term and Invest the Difference” in the 1970’s. When market returns are looking good this concept seems…

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Life Insurance Policy Loans to pay Premiums – Should You DO This?

Catch this Special Interview with Alex. Alex contacted our office for some policy reviews after his agent told him “let policy loans pay your premiums.”…

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Stock or Mutual Insurance Company?

Most public facing insurance companies today are organized as stock-held companies. 🏢 Many mutual carriers have reorganized as mutual holding companies. What does this mean…

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Can You Really Make Money by Taking a Vacation?

PLUS tips to Save on Your Homeowner’s Insurance Some gurus say you can “make money” by taking a vacation financed by a policy loan, but…

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What Type of Life Insurance Do You Really Want?

Some advisors tell you to Buy Term Life Insurance and Invest the Difference, but there is a better way (no secret). 🤔 Some advisors tell…

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