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401k vs Index Universal Life – Conclusion

Part 1: The S&P 500 with and without a Floor and a Ceiling Part 2: Cash Value of Index Universal Life versus a Qualified Plan Part 3: Income Stream of Index Universal Life versus a Qualified Plan Part 4: Tax Treatment of Index Universal Life versus a Qualified Plan Part 5: Fees of Index Universal […]

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Compounding and Tax Deferral are Powerful Indeed

Let’s say you have two uncles. One is Jarvis who just passed away and left an inheritance of $100 K. The other uncle is Sam, who always demands money. A fun little math aid will show how well the money is being managed. Take 72 and divide by the interest rate. That shows the number […]

Shakespeare, Roses and Life Insurance

Some cat by the name of Shakespeare said a rose by another name would smell as sweet. That is debatable. Here is a story of Thomas and Ben. Each was presented with a plan. One was told the name of the plan up front. The other was given the name after the presentation. An advisor […]

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