IUL and whole-life policies both have their place. Whole-life advocates prefer it because your cash value is guaranteed to increase each and every year as the IUL has growth that is tied to the upward movement of a stock market index. The downside to…
Janet Yellen appeared in front of a Senate Finance Committee in March where explosive testimony erupted when a senator from Louisiana asked a line of questions regarding the impending insolvency of Social Security. The Social Security Trust Fund is…
David breaks down the 5 biggest IUL mistakes people make and how to avoid them. He starts the conversation by explaining the impact IULs can have on tax-free retirement when used correctly. Mistake #1 – Getting an IUL through the wrong…
David sits down with certified financial planner Mark Byelich to discuss how to avoid over-converting your Roth IRA. They start the conversation by describing how over-converting your Roth IRA could sink your retirement plan. According to David,…
David sits down with certified financial planner Mark Byelich to discuss why the middle class could soon be paying 45% effective tax rates. When asked what investors should pay attention to in 2023, David says it’s now do or die for those looking to…
David sits down with financial advisor Daniel Rondberg to discuss how to dramatically lower the tax bill on your Roth conversion. They start the conversation by describing why the Power of Zero message is crucial to tax-free retirement….
David starts the conversation by describing why it makes sense to have indexed universal life insurance. Did you know that any taxes you pay in your taxable brackets are, ironically enough, optional? David reveals that the ideal amount of money…
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…
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…
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…
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