What’s a LIRP and Why You Need One
A LIRP is a Life Insurance Retirement Plan. I suspect I just lost about half my readers but for those of you who are still reading, stay with me. I promise you will be glad you did! In December of 2023, it was reported that 53% of Americans have less than $10,000...
What Did Dave and Suze Get Wrong About Life Insurance?
If you are a fan of Dave Ramsey or Suze Orman, you’re in the right place. And if you are a hater of Dave Ramsey or Suze Orman, you are also in the right place. Seriously, everyone needs the information in this post. In fact, I wrote a book about this and launched it...
Does Your Advisor Offer a Guarantee? We Do!
What is a Guarantee? A Guarantee is a statement that provides a formal assurance or promise, especially that certain conditions shall be fulfilled relating to a product, service, or transaction. I haven’t met anyone yet who doesn’t love a Guarantee. When you spend a...
All Annuities Are Not Created Equal
Annuities have such a bad reputation and it’s simply not their fault. The annuity is a great investment alternative if used properly. The problem is that many insurance agents and financial advisors alike have either lied to their clients so they can earn a...
