Sales Strategies – [BonkNote]

2012 1011 – ThinkAdvisor.com – What’s a L.I.R.P.?, By David C. McKnight 2012 1011 – ThinkAdvisor.com – What’s a L.I.R.P.?, By David C. McKnight — [BonkNote] — [link] However, unless the L.I.R.P. is structured correctly, the expenses can overwhelm the growth inside the accumulation account. In order to maximize the impact of the L.I.R.P. strategy, a client…

LIRP – Life Insurance Retirement Plan – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A Affinity Life Back to top B Bobby Samuelson Back to top C CSO Back to top D David McKnight Dots – Letter Dots – Policyholder Runs Back to top F FSOC – MetLife FSOC – MetLife – Explanation of the Basis of the Financial Stability…

Insurance Sales Activities by Banks 1985 0911 – GOV (House) – The South Dakota Loophole, Jim Leach (R-IA) House – Committee on Banking, Financial and Urban Affairs – Subcommittee on Financial Institutions Supervision, Regulation and Insurance Insurance Sales Activities by Banks 1994 0203 – Congressional Record – Volume 140, Number 8 – [link] – congress.gov/bound-congressional-record/1994/02/03/senate-section Insurance…

Tax-Free Income 2011 – SOA – Tax Diversification in Retirement Planning, by Gregory C. Freeman, Society of Actuaries – 26p Cash Value Life Insurance 2 – Tax considerations impact many financial and investment decisions; for example, clients may accept lower returns of municipal bonds just to avoid income taxes. Others will pay insurance charges to gain…

Retirement Income Strategy 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation, Society of Actuaries – [link] 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation – 104p Income Target Objective Model – Excel-DownLoad Income Optimization Objective Model

Patrick Kelly callpatrickkelly.com/ State Farm –

Strategic Rollout 2019 0614 – 7 Figure Squad – Matt Sapaula (PHP-People Helping People) – How the Rich Get Richer Using Life Insurance ft. Douglas Andrew – [VIDEO-YouTube-42:35] – People don’t know what they don’t know – Awareness 26 – “Strategic Rollout” 2020 1020 – Doug Andrew – 3 Dimensional Wealth – Perform A Strategic…

Seed – Harvest Doug Andrew Eric Olson 7-Figure Squad – Matt Sapaula “seed” “harvest” “roth” Van Mueller Tom Hegna FFL Doug Andrew 1999 1102 – Salt Lake City – The Roth IRA A step In The Right Direction – However, There’s A Better Way To Have Tax-Free Retirement Income Without All The Strings Attached! -…

Hyperfunding 2014 0928 – Letter – Sheryl J. Moore to NAIC (LATF) – Moore Market Intelligence – RE: Actuarial Guideline on Illustrations for Indexed Life Insurance Policies – [link] Hyperfunding 2017 0522 – Veralytic – Criticism of Hybrid Life Insurance Products – [Barry Flagg] – [VIDEO-YouTube-46:56] SEC 151A, Harkin Amendment Red Flags 35 – HyperFunding 2024 0725 -…

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?…