July 2026
Rise of Indexed Universal Life Policies on Social: IULs are far from the simple solution that many on social media suggest
In recent months, I’ve noticed a growing trend of insurance agents, particularly those affiliated with multi-level marketing companies, promoting Indexed Universal Life (IUL) policies aggressively on social media. These promotions often paint IULs as a catch-all financial solution, which has led many of my clients and prospects to ask about their viability as part of…
Read MoreThe 100,000-Mile Rule: How to Save on Car Insurance Without Adding Risk
As financial professionals, one of our core responsibilities is helping you make confident decisions about where and how to put your money to work. While most conversations focus on investments, retirement savings, or tax planning, everyday financial choices—such as car insurance—can also make a meaningful difference in your bottom line. A common but often overlooked…
Read MoreMaking the Most of Your Health Insurance Options: Helping you choose the best plan that’s right for your health and your wealth
As we plan and invest for the future, it’s important to remember that financial well-being extends beyond markets, portfolios, and retirement accounts – it also includes protecting yourself and your family from unexpected healthcare costs. Choosing the right health insurance plan can feel complicated, but understanding your options will give you confidence and can help…
Read MoreA Quick Look at Your Life Insurance Needs: You might consider a needs analysis in order to truly meet your objectives
Have you ever wondered how much life insurance is “enough”? One general rule of thumb says that you should buy an amount equal to five to seven times your annual income. Sure, it may be a reasonable guideline, but this method does not relate life insurance needs to your personal financial goals. A better method…
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