Life Insurance

Life insurance is not for saving

Stop buying life insurance as a savings strategy. Stop buying it as a tax-deferral vehicle for retirement savings. Stop spending thousands of dollars a month on life insurance premiums, at least until you read the rest of this column. Life insurance is not a retirement savings strategy. Why do we buy life insurance? ​ A …

Life insurance is not for saving Read More »

Indexed Universal Life Insurance Faces Fresh Scrutiny

Regulators homing in on whether insurers are presenting a picture of performance that’s too rosy Financial advisers working with indexed universal life insurance are finding themselves in the middle of a heated battle between state regulators and the life insurance industry. In an otherwise sleepy corner of the product market, indexed universal life insurance has …

Indexed Universal Life Insurance Faces Fresh Scrutiny Read More »

Schedule A Virtual Meeting From Anywhere In The World