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
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.
A secret account banks and the wealthy use to earn 30% – 40% more interest
One of our clients called all excited about what he thought was an incredible investment opportunity. A 770 account, supposedly used by banks and wealthy people to earn 30%-40% more interest than other bank accounts provide — all tax free. Here’s what it’s all about…
3 ways to save a life insurance policy ready to self destruct
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!
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