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Discover the different kinds of Life Insurance and why you need the right kind when you’re building wealth.

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“Currently, ordinary dividends and short-term capital gains on assets held less than one year are subject to income tax.”[i]  But life insurance dividends are different. First of all, dividends paid on life insurance are only available to you if you own participating whole life insurance.  And the number one thing that you need to know …

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Whole Life, Universal Life, One Year Renewable Term, Level Premium Term

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Listen to this podcast and better understand Universal Life Insurance and the risk assumed by the policy owner.  Discover why basing your financial foundation on guarantees which are maximized in a properly designed Whole Life product is of such importance to you and your financial well being. Transcript: Tom: Welcome to Wealth Talks where we …

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Tom and John McFie talk about Universal Life, Variable Life, Indexed Universal Life, Whole Life Insurance, Equity Indexed Universal Life, Term Life Insurance, and Participating Whole Life Insurance. John shares how the policies are structured and Tom McFie shares his wisdom from years of experience in the Financial Arena. In this episode, you will learn …

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7702 Plans: What You Need to Know Many insurance agents market “7702 plans” as a type of retirement plan and explain it to be similar to typical retirement plans, like a 401(k). Sometimes important details are ignored in this process. We’re going to break down what 7702 plans really are, what these plans mean and …

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An Introduction to the Infinite Banking Concept by Ben T. McFie The Infinite Banking Concept (IBC) is outlined in the book Becoming Your Own Banker by R. Nelson Nash. My introduction to infinite banking was on a family vacation to San Diego, California in 2005. I was only 12 years old when my Dad was …

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This question is becoming more and more prevalent today as people begin to realize that just owning or purchasing high cash value life insurance won’t make you any richer. Should you become your own banker to grow and protect your financial assets? It depends. Let’s take a closer look. Seems almost on a daily basis …

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Several years ago, 4 of our family members decided to get a private pilot’s license.  In order to pass the FAA exam, to fly legally as a general aviation pilot, you must have a certain number of hours where a certified flight instructor sits beside you and teaches you how to maneuver a plane around …

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John (Jack) Bogle, is indisputably someone who had a profound impact on how investors participate in the market today.  According to MarketWatch, those who have followed Bogles’ leadership most likely haven’t been “front of the pack” investors but have certainly ended up retaining actual returns that rank in the “top 20% of all investors.”[i] So, …

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