(Complete Show Notes Below) In the 47th episode of the Financial Procast: Why Do Ratings and Financials Really Matter for Life Insurance Companies? If you read through any marketing collateral from life insurance companies you'll see all sorts of touting related to their various A+, A++, AA+, etc. ratings.  But what does any of that […]

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(Complete Show Notes Below) In the 46th episode of the Financial Procast:  DISCLAIMER: LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. No one under any circumstance should rely upon this information as a substitute for obtaining specific legal […]

The post 046 Don’t Get Whacked by the Estate Tax! appeared first on The Insurance Pro Blog.

(Complete Show Notes Below) In the 45th episode of the Financial Procast: We Discuss Indexed Universal Life Insurance The episode starts off with an introduction to indexed universal life insurance (IUL), what it is, how it works and why it came to be in the first place!  After quite a few years of offering a […]

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(Complete Show Notes Below) In the 44th episode of the Financial Procast: Pamela Yellen Continues the Bank on Yourself© Cause Last week Pamela Yellen announced that she is indeed publishing a new book that's due out early next year. Now, in the past we've been a little harsh regarding Pam and her first book, Bank […]

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(Complete Show Notes Below) In the 43rd episode of the Financial Procast: The Financial Procast talks Cars We thought we'd take a detour today from the world of life insurance, investments and retirement planning to talk about the wonderful world of cars!  Yep, you read that right…we're talking cars today. It's probably something we should've […]

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(Complete Show Notes Below) In the 42nd episode of the Financial Procast: Dave Ramsey Gets In a Twitter Fight Yes, you right that right!  It seems that about two weeks ago, some of the Financial Planning community Illumnati called into question some of Dave Ramsey's “rule of thumb” advice.  In response, Dave didn't take to […]

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(Complete Show Notes Below) In the 41st episode of the Financial Procast: Are 529 College Savings Plans a Good Idea? Generally speaking we're not in love with the 529 savings plans.  They seem like a great idea in theory but in practice they're a bit less than appealing.  Most people who've bought into the idea, […]

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(Complete Show Notes Below) In the 40th episode of the Financial Procast: Yes there are times that Whole Life Insurance is NOT the answer I know many of our regular listeners may be shocked to hear us make that statement.  But it's the truth. There are times that whole life insurance and all other types […]

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(Complete Show Notes Below) In the 39th episode of the Financial Procast: We Poke the Long Term Care Insurance Beast Right in the Eye For a while, we've had people asking us our opinions on long term care insurance (LTCi), so we decided to dedicate an entire episode to the topic.  In the episode, you'll […]

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(Complete Show Notes Below) In the 38th episode of the Financial Procast: Coaching Clients on Retirement Income Planning a Problem for Advisors It seems that 40% of financial advisors surveyed are having difficulty with talking to their clients about retirement income planning.  We wondered…why is it so hard. Well, for one thing the financial services […]

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