Insurance Pro Blog

IPB 104: You Can Just Buy Bonds: One of the Reasons Not to Buy Whole Life Insurance
IPB 104: You Can Just Buy Bonds: One of the Reasons Not to Buy Whole Life Insurance

Today, we’re talking about the “scam” that has been perpetuated by life insurance companies for over a hundred years. I know, I can hear you saying to yourself, “which scam is that, there are so many to choose from”? Am I right? I'm talking about the...

Posted: Apr 05, 2018

IPB 103: Why Does the Life Insurance Industry Suck at Marketing?
IPB 103: Why Does the Life Insurance Industry Suck at Marketing?

Why don't life insurance companies do a better job of marketing the many benefits of using their cash value life insurance policies?  They talk a lot about death benefit, not so much about anything else. Example of the industry frames one of the “ben...

Posted: Mar 29, 2018

IPB 102: Is Index Universal Life Insurance Market Neutral?
IPB 102: Is Index Universal Life Insurance Market Neutral?

We like life insurance because it marches to its own beat.  In other words, when CNBC is reporting panic over Facebook, life insurance carries on almost as if its never even heard of Mark Zuckerberg.  A majority of our clients adopt a similar view on...

Posted: Mar 22, 2018

IPB 101: The 2018 Whole Life Dividend Analysis
IPB 101: The 2018 Whole Life Dividend Analysis

Since 2013, we have published the only public analysis of variation in dividends for major participating whole life insurance products.  This analysis is a better gauge of product dividend performance than traditional reporting that focuses on the ab...

Posted: Mar 16, 2018

IPB 100: The 2018 Ultimate Guide to Paid Up Additions
IPB 100: The 2018 Ultimate Guide to Paid Up Additions

We love paid-up additions and if you've listened to us at all, you're not all that surprised. But we’ve made a little misstep in terms of being so broad in our discussion about them. And we're always adding new people to our audience. So it bears rep...

Posted: Mar 08, 2018

Life Insurance Guarantees: A Big Misinterpretation
Life Insurance Guarantees: A Big Misinterpretation

Few aspects of life insurance are more misunderstood than the guarantees of a permanent life insurance contract (particularly whole life insurance).  You wouldn't believe many of the claims we've heard concerning life insurance guarantees, and we con...

Posted: Mar 01, 2018

IPB 098: Why You Should Probably Avoid Life Insurance Premium Financing
IPB 098: Why You Should Probably Avoid Life Insurance Premium Financing

We realize that premium finance is really big subject and there's much to say about this. In today's podcast we're discussing some the “less than savory” pitches circulating out there. Much more to write on this subject…this post will be updated in t...

Posted: Feb 08, 2018

How Does Life Insurance Create Retirement Income?
How Does Life Insurance Create Retirement Income?

We all understand that life insurance provides a death benefit, but its ability to offer additional financial resources are spectacular and often understated.  If you've researched the topic of life insurance at all, you've likely run into mention of...

Posted: Feb 01, 2018

Are Whole Life Insurance Policies Worth It?
Are Whole Life Insurance Policies Worth It?

If you've been doing a lot of research about the different types of life insurance, maybe you're wrestling with a big question…Is whole life insurance worth it? That's a simple question with a not-so-simple answer. It depends on what you want to acco...

Posted: Jan 25, 2018

IPB 095: When a Lower Rate of Return Gives You More Money
IPB 095: When a Lower Rate of Return Gives You More Money

“Whole life insurance/universal life insurance is a terrible investment because the rate of return is horrible.”  We've heard that before.  You don't have to wander the interwebs far to find someone peddling this bologna.  If you don't believe me, se...

Posted: Jan 18, 2018