Whole Life Insurance in the Distribution Phase
What do you do with your whole life policy once you hit retirement? You've held onto it this long so here's how to maximize the benefits.
While permanent life insurance is dramatically oversold (especially as another “retirement plan” for doctors), there are certainly times when it can be useful.
What do you do with your whole life policy once you hit retirement? You've held onto it this long so here's how to maximize the benefits.
Whole life insurance is pitched to almost every high-income professional. Arm yourself with the facts so you don't fall prey to a decision you'll regret.
Are you an employee stuck with the high cost of an underwater universal life insurance policy? ERISA law may be your ticket out.
Regret buying Whole Life Insurance? Deciding whether to keep, cancel or exchange the policy can be a dilemma. Here are your best options.
Should you buy whole life insurance? The short answer is, "Probably not." This is a product designed to be sold, not bought, where 80% of its purchasers eventually regret their decision. Are you one of the exceptions? Read this post to find out.
Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.
You can unsubscribe anytime using the link at the bottom of any email.
Indexed Universal Life Insurance is a complex insurance-based investment designed to be sold, not bought. Here's 5 reasons not to buy this type of life insurance.
Infinite Banking is often hyped as a magic way to build wealth. Understand the concept behind it and realize it's not as sexy as sold.
Combine whole life insurance with investing and you end up with the WORST from both worlds. Here are 10 reasons to keep them separate.
What is split-dollar life insurance and what should you do if your employer offers it as an employee incentive? Here's what you need to know.
Is whole life insurance the best way to ensure money is there for your disabled child? Not by a long shot.
Variable annuities are usually a product designed to be sold, not bought. But it is possible for the benefits of a low cost VA or IRA to outweigh the downsides. It's all about time and tax-efficiency.
Are Restricted Property Trusts just another business-owned life insurance scheme or a legitimate way to avoid taxes and save for retirement?
Revelations into the mindset of what it's really like to be a financial advisor for Northwestern Mutual and other firms pushing insurance you don't need.
Whole life insurance has no downsides, says the agent. Say what? If your agent is such a fanboy that he can't articulate the downsides of a WL policy, you need a new agent.
In this episode we cover disability insurance, loaning money to family members, buying Facebook shares, student loan management, backdoor Roth IRAs, saving on your mortgage rate, whole life insurance, and more.
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.
