1035 Exchanges
Considering a 1035 exchange? Learn when it makes sense to swap a life insurance policy—and why cashing out or keeping the policy may often be the better choice.
Whether it’s life, disability, auto, home, or malpractice, high-income professionals need insurance to make sure life’s biggest costs don’t substantially hurt their nest egg.
Considering a 1035 exchange? Learn when it makes sense to swap a life insurance policy—and why cashing out or keeping the policy may often be the better choice.
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The posts on this website about cash value insurance continue to attract comments (mostly from those who sell it) like a knight in shining armor on a summit in a thunderstorm attracts lightning. Mont...
Return of premium sounds great — "Insurance for free!" but in reality doesn't work out that way.
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The LEAP system advocates using whole life insurance to solve all of life's financial ills. It's more of a method to sell insurance than a financial system.
A whole life insurance policy held for the long term is not a financial disaster, although higher returns are achievable through the market.
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A discussion of why you don't want or need the return of premium feature on your life insurance.
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USAA's insurance is awesome, its checking is great, but its investing arm is merely good. Read more here!
An explanation of a MEC, and 7 warnings about why you probably don't want one and how to avoid getting one unexpectedly.
The White Coat Investor helps you get all the insurance you need, and none of the insurance you don't. Here's what insurance you need as a physician.
Medical school may not have taught you about money, but we will.
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