Policies
Term Insurance On Funds
Term Insurance On Funds 1998 0902 – Chicago Tribune – Preventing Loss with an Expensive Safety Net – [link] All fund investors want to find a way to lock in their winnings and eliminate the potential for loss. To make it happen, the fund industry would have you make a deal with the devil. When you…
Read MoreSwiss Army Knife
Swiss Army Knife 1995 – Variable universal life: The “Swiss army knife” of financial planning. Journal of the American Society of CLU & ChFC, 49(3), 22-25, by Ben Baldwin – 1998 1214 – Forbes – When costly insurance makes sense: For most people, whole life is a bad buy. Are you one of the exceptions?…
Read MoreSales Strategies
Sales Strategies Bank on Yourself Pamela Yellen BTID – Buy Term and Invest the Difference BYOB – Be Your Own Banker Kai-Zen LEAP – Lifetime Economic Acceleration Process Flex Method IBC – Infinite Banking Concept Nelson Nash Laser Fund Doug Andrew LIRP – Life Insurance Retirement Plan David McKnight Missed Fortune Doug Andrew MPI…
Read MoreSpin Life
Spin Life 2006 1216 – NYT – How Spin Life Works – [Infographic] – [link] 2006 1217 – NYT – Late in Life, Finding a Bonanza in Life Insurance, By Charles Duhigg – [link] ndlegis.gov/files/resource/60-2007/library/sb2268.pdf – p99- Insurance executives, for instance, say transactions like Mr. Margolis’s may cripple their industry and make it harder for the average senior…
Read MoreSGLI – Servicemembers’ Group Life Insurance
SGLI – Servicemembers’ Group Life Insurance 2011 – AP – Analysis of Servicemembers’ Group Life Insurance (SGLI) Program: History, Current Issues and Future Implications, By: Patrick M. Callan, Christopher M. Schmid, Michael Voogd – 119p
Read MoreLevel Premium Whole Life Policy Without Cash Value
Level Premium Whole Life Policy Without Cash Value Referring to Mr. Hutchison’s comment about the self-induced cash value fetish I wonder if he is really referring to the self-induced guaranteed cash value fetish. Many years ago life companies in the U.K. offered a level premium whole life policy without cash value, as Mr. Gustafson has…
Read MoreART – Annual Renewable Term
ART – Annual Renewable Term 2003 – SOA – Mortality Anti-selection — Different Versions of Dukes/MacDonald, by Douglas C. Doll, Society of Actuaries – 3p
Read MoreInvestment Oriented Life Insurance Products
Investment Oriented Life Insurance Products joinwai.com/seminar.html SEMINAR PRESENTATION SUPPORT FROM DAVID MACCHIA ONE OF THE INDUSTRY’S TOP PUBLIC SPEAKERS- AND LEADING EXPERT IN RETIREMENT INCOME- WILL HELP YOU MAXIMIZE THE SUCCESS OF YOUR EDUCATIONAL EVENTS Paine Webber – The Alternative Plan: How to Create Tax-advantaged Retirement Income. The Paine Webber – David Macchia Retirement Income…
Read More1977 10 – Changing Times – Adjustable Life Insurance – (p17-19)
1977 10 – Changing Times – Adjustable Life Insurance – (p17-19) 1977 10 – Changing Times – Adjustable Life Insurance — [BonkNote] “Adjustable” Life Insurance. The idea is to have one policy you can change as your needs change. 1977 10 – Changing Times – Adjustable Life Insurance – (p17-19) – GooglePlay — [BonkNote]
Read More1989 10 – Changing Times – Adjustable Life Insurance – Principal Life
1989 10 – Changing Times – Adjustable Life Insurance – Principal Life 1989 10 – Changing Times – Adjustable Life Insurance – (p70) – Principal Life — [BonkNote] Each Time Your Life Changes, Our Life Gives You An Edge 1989 10 – Changing Times – Adjustable Life Insurance – Principal Life
Read More