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The New Tax Law Changes EP.148

Congress recently passed the biggest tax changes since 1986! In this episode, former IRS auditor Jack Cohen CPA shares what you need to know (for…
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Indexed Universal Life Insurance (IUL) EP.147

Why we NEVER recommend or sell Indexed Universal Life (IUL) insurance and what you need to know to grow and protect your wealth.
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Advisor Qualifications EP.146

Explore what qualifications and experience are most important when you’re looking for sound financial advice to grow and protect your wealth. Mere certifications do not…
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Health Wealth Balance and the Room 1 Event EP.145

Michele shares the story of how she creates a wonderful health-wealth balance in the McFie Family lifestyle. Making choices to be healthy does NOT mean…
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Are Multiple Polices Better Than One? EP.144

Is it wise to start 2 policies on the same person at one time? Should you borrow from one policy to pay the premium on…
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Market Correction EP.143

Is this the beginning of a bear market or was it a simple value adjustment?  How does the market correction affect whole life insurance values? …
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Bitcoin Observations EP.142

Are bitcoin investors crazy? Or do they have a point? Explore the ultimate test of any currency (traditional, paper or crypto) and why government actions…
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FAQ EP.141

Answers to Frequently Asked Questions: Will it take very long?, What insurance company is best?
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Maximizing Cash Value EP.140

Policy design options to Maximize Whole Life Cash Value – what is worth considering and when. Learn why term riders could be a good option…
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Our Product and Service Menu EP. 139

From educational material, strategy and policy design to personal training, software tools and document templates. Here’s a briefing on how Life Benefits, LLC and our…
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