Podcast Episodes

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 to make a come-back even though it's flawed with bi…

Published on 6 years, 6 months ago

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."  This started in the 90's.  20+ years later re…

Published on 6 years, 6 months ago

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 for you? Example: You ge…

Published on 6 years, 6 months ago

Can You Really Make Money by Taking a Vacation?

Some gurus say you can "make money" by taking a vacation financed by a policy loan, but is this really true? 🤨

Taking a vacation is an obvious expense - there is a cost - at some point you have to ma…

Published on 6 years, 6 months ago

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 you to Buy Universal Life Insurance (UL, VUL, EIUL or IUL vari…

Published on 6 years, 6 months ago

Are You Managing Risk by Hiding It Instead? Don't let this Bite You!

Did you know, that successfully avoiding risk can be more important to your wealth than finding great returns? ⚠️ But most people (including financial planners) think they can "manage risk" when they…

Published on 6 years, 7 months ago

Cut Through the Fluffy Marketing to Build Your Wealth Securely

You will hear all sorts of fluffy marketing terms when it comes to building wealth with life insurance. 🎧 Listen for tips on how to cut through to the real meaning and understand the keys to manage y…

Published on 6 years, 7 months ago

How are Numbers Looking on Actual 2018 Tax Returns?

Are you having to pay more income tax for 2018 than you planned?🇺🇸 Jack Cohen CPA joins us for a quick interview to share what he's seeing as 2018 returns are processed.

You may not be getting as big…

Published on 6 years, 7 months ago

Should You Do a 1035 Exchange?

Similar to a 1031 exchange in Real Estate 🏘, a 1035 exchange lets you avoid tax and transfer your "cost basis" when exchanging life insurance policies.

Do you have a policy that isn't performing th…

Published on 6 years, 7 months ago

Vacation on the Wealth Cruise in October 2019

🛳 Come experience the Wealth Cruise Oct 19-26th 2019! Launching from Ft. Lauderdale, FL and touching ports in St Thomas, Grand Turk, Half Moon Cay, and San Juan you can expect delightful destinations…

Published on 6 years, 8 months ago