Insurance Pro Blog

Indexed Universal Life Insurance Pros and Cons
Indexed Universal Life Insurance Pros and Cons

There are so many questions floating around the internet that center around indexed universal life insurance pros and cons. Indexed universal life insurance is the hottest thing going in the life insurance industry at the moment, tough to deny that. ...

Posted: Jun 07, 2018

Will Your Indexed Universal Life Insurance Policy Produce an 8% Average Return?
Will Your Indexed Universal Life Insurance Policy Produce an 8% Average Return?

Last week we discussed the probability of achieving various returns on a passive investment in the S&P 500.  This week I want to take a similar analysis and direct it to indexed universal life insurance.  Pursuing this information comes from two prim...

Posted: May 24, 2018

What are your Odds of an 8% Average Return on Investment in the Stock Market?
What are your Odds of an 8% Average Return on Investment in the Stock Market?

When you start your career in the financial services industry you pretty quickly figure out that you must bow at the altar of the average return on investment in the stock market. Well, that and a couple of other things like… Compliance runs the show...

Posted: May 17, 2018

IPB 108: Should it be Fee Only vs Commission Financial Advisor?
IPB 108: Should it be Fee Only vs Commission Financial Advisor?

Today is less about the mechanics of life insurance in the aspect of how it applies to you, but more in how it applies to us. We wanted to dive into the fee only vs. commission financial advisor model, essentially to ask the question: is there a bett...

Posted: May 10, 2018

IPB 107: When Interest Rates Go Up, Bonds Go Down. What Does It Mean for my Life Insurance?
IPB 107: When Interest Rates Go Up, Bonds Go Down. What Does It Mean for my Life Insurance?

Everybody wants to know what is going to happen with the insurance industry if interest rates go up, go down, stay the same, etc. So, we figured today was as good a day as any to address some speculation but also to discuss what the industry does to...

Posted: May 03, 2018

IPB 106: Diversifiable Risk vs Market Risk: The Discussion You’re Not Having
IPB 106: Diversifiable Risk vs Market Risk: The Discussion You’re Not Having

Today we’re talking about what happens when it all falls apart. DISCLAIMER: We’re not offering any sort of individualized investment advice. This is for entertainment purposes. We just sell life insurance. For most financial advisors, there are a lot...

Posted: Apr 19, 2018

IPB 105: Is Indexed Universal Life Insurance Worth it even if the Interest Rate Assumptions are Wrong?
IPB 105: Is Indexed Universal Life Insurance Worth it even if the Interest Rate Assumptions are Wron...

We’re going back to a topic that circles the indexed universal life Insurance wagon. This subject comes up from time to time, and the core question is: is indexed life insurance worth it? And, why do we assume the indexed credit interest rate that we...

Posted: Apr 12, 2018

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