A Retirement Story: The Value of Life Insurance

Brian Fricke, CFP®Life Insurance

Life insurance, if used in the right way, can be worth the premiums in the long run. Take Don and Marilyn’s story, for example. For them, life insurance was a valuable choice as part of their incredible retirement. Don and Marilyn were in their seventies when they realized they had more than enough money to last for the rest of their lives even … Read More

More horrible tax advice

Brian Fricke, CFP®Life Insurance, Taxes

Recently I heard about a situation where a retiree had been “advised” to move their IRA money into something called an Insurance Based Retirement Plan. This is just horrible tax advice, here’s why.

3 ways to save a life insurance policy ready to self destruct

Brian Fricke, CFP®Life Insurance

In the past week we’ve had 4 different situations come up, all dealing with old life insurance policies where premiums have either stopped and now need to be resumed or where a huge premium increase is needed in order to keep the policy from terminating. Here’s 3 ways to rescue a life insurance policy that’s ready to blow up!