Forever Taxed or Never Taxed – If You Have Taxable Savings, You Have a Problem; by Established CPA and tax adviser, Ed Slott

Forever Taxed or Never Taxed – What does your retirement plan include? If you have taxable savings – you have a problem, and so do your beneficiaries! Life insurance may be the most under used strategy to protect large retirement balances from being decimated at the highest levels of taxation. Who is most at risk? […]

March 4, 2015 · Jennifer · One Comment
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Medical Economics – The Case for Investing in Life Insurance

June 19, 2009 The case for investing in life insurance By Barry James Dyke Now could be the right time to invest in your own health. Two years ago, presidential candidate John McCain secured initial campaign financing by using his $3 million life insurance policy as collateral. In 1980, Doris Christopher used a life insurance […]

August 25, 2010 · Jennifer · No Comments
Tags: , , , , , , , ,  · Posted in: Benefits of Permanent Insurance, FINANCIAL EDUCATION 101, Medical Economics

Protected: L8) What Dave and Suze forgot to tell you!

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July 28, 2010 · Jennifer · Enter your password to view comments.
Tags: , , ,  · Posted in: BANKING with INSURANCE, Benefits of Whole Life vs Term, CLIENT LESSONS, L08) What Dave & Suzie forgot to tell you, Permanent vs Term Life, VIDEOS, What Dave & Suze forgot to tell you.