Videos and Articles
Videos
- Are You Tired of Confusing Financial Advice?
- Understanding Dividends
- The Story of Whole Life Insurance
- History of Guardian
- Protecting Your Retirement Income From Taxes – Ed Slott, CPA Tax Advisor – Tax Reduction Specialist and CPA, Ed Slott, reveals retirement income strategies that are designed to build your wealth and reduce taxes.
- Your Financial Junk Drawer-A Thing Of The Past
- Every Move Matters
- Whole Life Insurance is a Tax Benefit
- Whole Life is Not an Expense
- Reduce or Eliminate Costly Taxes
- Life Insurance Can Provide Powerful Lifetime Benefits
- Whole Life Insurance is an Asset
- Famous Entrepreneurs (Disney, McDonald’s, JC Penny) and Whole Life Insurance
- Are You Maximizing Your Tax-Exempt Bucket?
Articles
- WHOLE LIFE INSURANCE CRITICS AREN’T SERIOUS
- Whole Life Insurance: It’s a Swiss Army Knife for Financial Planning
- Yes, Virginia, Whole Life Insurance Is Worth It
- How Life Insurance Can Help You Plan For Retirement
- How Liz Ann Sonders, Chief Investment Strategist with Charles Schwab, invests her own money
“A decent chunk of our retirement will also be funded via whole life insurance. We like its protection for-life trait, along with the level premiums and cash value - Beyond Health, Home and Auto, What Insurance Do You Need?
- Why Whole Life Insurance Stinks…NOT
- Reduce Portfolio Risk Using (Whole Life) Cash Value Life Insurance
- Using Whole Life Insurance For Retirement Purposes
- Your 5 best arguments for (Whole) life insurance besides the death benefit – Ed Slott Nationally Recognized CPA Tax Advisor.
- Flipping The Script On Life Insurance (Whole Life)
- Need Help Overcoming- Learning The Facts of Life
- When Whole Life Insurance Makes Sense
- Buy Term and Invest the Difference Revisited
- Six Reasons Why Whole Life is Causing Clients to Take Notice
- Grandparents’ College Help, Even Savings Plans, Could End up Hurting Students
- Expand the Whole Life Conversation by Telling the “Real” Story Behind Total Returns
- The Bank That Failed to Fail, Even during The Depression – Mutual Whole Life Insurance
- Medical Economics – New Life for Life Insurance?
- Cash Value Life Insurance: Contempt Prior to Investigation
- Whole Life: A Balance Between Legacy & Lifestyle
- The Whole Story of Whole Life
- Permission Slip
- The Resurgence of Whole Life
- Why Didn’t Burt tell us to buy Whole Life?
- *How the Affluent Manage Home Equity to Safely and Conservatively Build Wealth
- Dave Ramsey’s 12% Solution
- Does Anyone Ever Buy Term Insurance and Invest the Difference?
- Whole Life Insurance Often Best Choice For Long-Term Planners
- Exploring Whole Life + Term Versus Universal Life
- How To Fail At Retirement: What Almost Everyone Does Wrong That’s Costing Them Money
- Is Life Insurance an Investment?
- Money Admonitions from 911
- Keeping A Retirement Plan Balanced
- Whole Life Insurance Can Bolster Your Retirement Portfolio. Here’s How to Use It
- Tired of Earning 0% on Your Savings?
- Whole Life Insurance Can Improve Planning Outcomes
- Whole Life-A Versatile Financial Product
- Treating Whole Life Cash Value As A Fixed-Income Investment Choice
- Why You Should Consider Whole Life Cash Value As A Fixed-Income Investment
Famous Companies Started or Saved by Whole Life Insurance
- How Whole Life Helped Build Disney and Other Famous Companies
- 6 Famous Brands Started or Saved by Whole Life
401k and IRA
- The inventor of the 401(k) says he created a ‘monster’
- Inheriting IRAsjust got complicated thanks to a new retirement overhaul
- Why 401(k) Founder Regrets “Monster” He Helped Create
- Your 5 best arguments for (Whole) life insurance besides the death benefit – Ed Slott Nationally Recognized CPA Tax Advisor.
- If you like paying hefty tax bills stick with your regular 401(k)
- Retirement Planning
- 3 Reasons Why You Can’t Trust Your Personal Balance Sheet
- Income Taxes Galore
Why Richard Aronwald Doesn’t Believe in Universal Life
- Happy 100th Birthday, There Goes Your (Universal Life) Life Insurance
- Joseph M. Beth-Scott Witt’s Views on Indexed Universal Life
- Scott Witt on Indexed Universal Life
- Why I almost Never Recommend Indexed Universal Life Insurance
- Why Some Life Insurance Premiums Are Skyrocketing
- Life Insurance Customers Push Back After Surprise Cost Increases
- Surprise: Your Life Insurance Rates Are Going Up
- Indexed Universal Life: The Good, The Bad and The Ugly
- Universal Life Cost Increase Could be the Tip of the Iceberg
- Confusion Over Life Insurance Policy
- Universal Life Insurance Lawsuits Underscore Product Risk
- Universal Life Insurance a 1980’s Sensation Has Backfired
- Don’t Replace Your Whole Life for Universal Life…”An Exchange Epidemic”
- Sounding The Alarm On Indexed Universal Life Insurance
College Savings Plans
- 529 Plans Aren’t the Only Way to Fund an Education!
- Grandparents
- How Will You Save For Higher Education-529 versus Whole Life
- Gift of a Lifetime
Disability Insurance
- How Long Could You Afford To Live Without A Paycheck?
- Turning the dental mirror to disability insurance
- Why I Bought Long-Term Disability Insurance
- The Complete Guide to Disability Insurance
- New Professionals Program- Future Income Protection Plan
Items of Interest
- An Important Step to Take With Children Over 18…Health Care Proxy
- Top US Marginal Income Tax Rates 1913-2018
- The Asset That’s Not Affected by Stock Market Fluctuations
- Here’s What The Average American Pays in Taxes
- Historical Performance of Six Month CD’s: 1975 to 2012
- Historical CD Rates from 1984 to 2018
- List of Failed Banks
- Cash Value Line of Credit
- Umbrella Insurance- This Hidden Threat Can Devour Millions From Your Wealth
- Wharton Actuarial Report on Compound Interest LEAP Analysis
- The Long Run Is Just A Collection of Short Runs