Insurance Pro Blog Podcast | Life Insurance and Annuity Insights

If you’ve been around the life insurance industry for more than five minutes, it’s pretty likely that you’ve encountered all sorts of reasons as to why whole life insurance is bad. In fact, it’s probably the most maligned of any financial product. A few days ago, we set out to find the absolute dumbest arguments […]

It's not much of a stretch to suggest that the 401k has become the default option for most people to fund their future retirement. For most folks, that's pretty much the only option offered by their employer–or some iteration of it i.e. 403b, 457, etc. I'm guessing that most of us don't know much about […]

We originally released our opinion on the best whole life products for cash value accumulation in 2013.  We re-visited the subject in 2014, and then never again discussed the topic.  In truth, the topic became a bit boring to me.  Year in and year out the list didn't change much, and the reason for various […]

Why is that life insurance companies seem so reluctant to answer important questions? If you've been in the life insurance biz long enough this is probably one of your many laments. It certainly is for us. Episode 117 is largely based on a blog post that was published by Joseph M. Belth. You should go […]

Why is that life insurance companies seem so reluctant to answer important questions? If you've been in the life insurance biz long enough this is probably one of your many laments. It certainly is for us. Episode 117 is largely based on a blog post that was published by Joseph M. Belth. You should go […]

Before anyone reads the title for this post/podcast and thinks we've suddenly reversed course on our fondness for cash value life insurance, think again. We've not changed our minds, we're just pointing out a few things that you might like to know in advance if you plan on using policy loans with your whole life […]

Before anyone reads the title for this post/podcast and thinks we've suddenly reversed course on our fondness for cash value life insurance, think again. We've not changed our minds, we're just pointing out a few things that you might like to know in advance if you plan on using policy loans with your whole life […]

Recently, the Securities and Exchange Commission has started taking comments from the public in an effort to build their own version of the failed DOL fiduciary rule. Take a few minutes and look at the comments that have been made public by the SEC (it's worth a look): https://www.sec.gov/comments/s7-07-18/s70718.htm In looking through the comments that are […]

Recently, the Securities and Exchange Commission has started taking comments from the public in an effort to build their own version of the failed DOL fiduciary rule. Take a few minutes and look at the comments that have been made public by the SEC (it's worth a look): https://www.sec.gov/comments/s7-07-18/s70718.htm In looking through the comments that are […]

The DOL Fiduciary Rule is dead.  It went out with an unceremonious whimper last week.  Financial media sources covered the news almost no one cares about through short articles noting the progress that led to the death of the Rule sprinkling in a comment or two from sources who cared to opine on the subject. […]