Archive for the ‘Life Insurance with Living Benefits’ Category

IRS Code 7702 – Who Wins When You Play Chess With Yourself?

Understanding the players in the financial game can help you win with each move you make.

December 7, 2014 · Jennifer · No Comments
Tags: , , ,  · Posted in: 7702, BANKING with INSURANCE, Life Insurance with Living Benefits

You Finance Everything You Buy – You Either Pay Interest or Give Up Interest.

The Debtor doesn’t have any sav­ings so they are forced into bor­row­ing. They bor­row the money and work toward pay­ing it back and get­ting back to zero. They do this over and over because if they don’t have any cash, they are going to be forced to bor­row every time a major expense comes up.

November 9, 2014 · Jennifer · No Comments
Tags:  · Posted in: BANKING with INSURANCE, Life Insurance with Living Benefits, You Finance Everything You Buy

Where Do You Prefer to have Your Wealth Reside?

Look­ing at the facts, where would you pre­fer to have your wealth reside? Real Estate? Take a look around and see what hap­pens when one needs liq­uid­ity. Real Estate is very much a frozen asset. The Stock Mar­ket? Until you have read the books listed on page 91 in BYOB you are not really qual­i­fied […]

November 9, 2014 · Jennifer · No Comments
Tags: , , , , ,  · Posted in: BANKING with INSURANCE, Life Insurance with Living Benefits, Where Should Wealth Reside?

Mechanics of Insurance Policy Loans

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October 22, 2014 · Jennifer · No Comments
Tags: ,  · Posted in: BANKING with INSURANCE, IBC Loan Interest, POLICY LOANS

The Perfect Investment by Carlos Lara

Click on the link below for the article. The Perfect Investment

September 3, 2014 · Jennifer · No Comments
Posted in: BANKING with INSURANCE, Perfect Investment, Uncategorized

Protected: IBC Loan Interest – Who gets it?

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October 19, 2012 · Jennifer · Enter your password to view comments.
Tags:  · Posted in: IBC Loan Interest, Life Insurance with Living Benefits

The compounding effect of NOT paying maximum premiums.

Please click on illustration for larger view. We can easily see with this illustrative comparison that there is a greater loss, over time, than just the amount of the premium that was not paid in years 4 and 5. The total premium NOT paid for those two years was $12,524. The difference between the Guaranteed […]

January 18, 2012 · Jennifer · No Comments
Tags: ,  · Posted in: BANKING with INSURANCE, Cost of PUA non-payment, Life Insurance Premiums, Life Insurance with Living Benefits

Asset Safety & Benefits Comparison – How Much of Your Money is in JAIL?


June 4, 2011 · Jennifer · No Comments
Tags: , , , , , , , , , , , , , , , , , , , , ,  · Posted in: Asset Safety & Benefits, Assets & Investments Benefits Comparison, Life Insurance with Living Benefits, Wall Street Alternative

Banks Fund Bonuses with Life Insurance,

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August 25, 2010 · Jennifer · One Comment
Tags: , , ,  · Posted in: Banks Fund Bonuses w/ PLI, Benefits of Permanent Insurance, FINANCIAL EDUCATION 101, Life Insurance with Living Benefits

Mutual Life Insur­ance is mak­ing a come­back now that our spec­u­la­tive econ­omy has blown up

How to preserve your capital with guaranteed growth and safety. Aren’t we all inundated with negative crap from everywhere from media to private conversations to internet. Who is offering a viable, lucrative, safe and secure alternative for our money? There is one financial vehicle offered by a company that has been around for and paid […]

April 10, 2010 · Jennifer · 2 Comments
Tags: , , , , , , , , , , , , , , , ,  · Posted in: FINANCIAL EDUCATION 101, INVESTMENTS - What's Most Important To You?, Life Insurance with Living Benefits, Mutual Life Insurance Coming Back, Wall Street Alternative