Bob Ritter has done it again. His blog this week is one of the most concise, powerful explanations of why our clients should not be putting money into their 401(k)s above and beyond the match. He makes the case mathematically that they should instead be directing those unmatched dollars...
Read More
Ever take an IUL application on Friday afternoon only to get a voice message from your prospect on Monday morning saying he’s had a change of heart? Over the weekend he researched what the online “gurus” had to say about the IUL and, based on his findings, he’s not too...
Read More
If you’re looking for good 3rd party confirmation from a nationally recognized expert on why life insurance is indispensable not only to estate plans but to retirement plans, this video is it. In this video, Ed Slott (who also happened to write the foreword to my book The Power of Z...
Read More
Recently a prospective client sent me an email referencing various anti-EIUL articles from the internet. I took the liberty of posting these objections along with my responses to them below. Pros and Cons of Indexed Universal Life Insurance Taxation of EIUL – EIUL policie...
Read More
Recently an Amazon.com reviewer of my book The Power of Zero confidently asserted that we can solve all our nation’s impending financial problems by simply restructuring our entitlement programs. I’d like to offer herein a counter perspective. We’ve all known for yea...
Read More
