David starts the conversation by describing the three most important things you should look for in an IUL. All good IULs are sponsored by financially stable insurance companies – but not all financially stable insurance companies offer good…
Indexed Universal Life–How to Find the Right Carrier, Product and Advisor Read More »
David starts the conversation by describing the difference between a Social Security tax and a Social Security penalty – and whether it’s possible to avoid them both. David explains that although some people use them interchangeably, a Social Security…
The Difference Between a Social Security Tax and a Penalty (And How to Avoid Them Both) Read More »
David debunks the top 3 unsubstantiated claims that pro-life insurance agents on social media make about IULs. David starts the conversation by explaining why we need to be clear on what an IUL is and what it’s not. David is a big fan of IULs because…
Three Claims Pro-IUL TikTokkers Make About IUL (And Why They’re Wrong) Read More »
David goes through five unique strategies to transform a $1 million inheritance into a tax-free asset. Although a non-qualified inheritance is tax-free, the step-up in the basis rule will lead to a huge tax problem as your asset grows over time….
How to Transform a $1 Million Inheritance into a Tax-Free Juggernaut Read More »
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