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Categories
Monthly Archives: May 2021
Not a Fan of IULs?
No place to put your money is perfect. Every single type of investment has pros and cons. Most of you know that I am a big fan (where appropriate) of Index Universal Life (IULs) policies. I personally own 5 and Norma owns 2 policies. So do my daughter and brother. I wrote a whole book about them: “Tax-Free Millionaire” which is available on amazon in paperback and KINDLE. You don’t have to like life insurance. You only have to like … Continue reading
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CATAPULT IUL plans
CATAPULT IUL plans are my own code name for a little-known strategy to have banks help finance your retirement savings. You financed your home to get to live in the home and neighborhood you desired and deserved – so why not finance your retirement to enjoy the future lifestyle you crave? The CATAPULT IUL strategy is simply using OPM (Other People’s Money – the bank’s cash) to leverage your savings. The bank will loan you $3 for every $1 you … Continue reading
Interesting Whitepaper on Increasing Income…
The huge mutual fund company AllanceBernstein just released their study about how adding the guaranteed lifetime benefits of a fixed index annuity (FIA) can improve retirement spending by 10% over the traditional 60/40 portfolio. It’s not the 1st whitepaper to have similar results! The 60/40 portfolio is dead! Let’s bury it and use strategies for today’s economy. And I’m guessing the mutual fund company has no idea what the best FIAs are. Furthermore, they are completely missing my RMD strategy … Continue reading
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