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Heroes of Zero
Heroes of Zero heroesofzero.live/ Learn urgent, cutting-edge strategies to shield your clients from the coming tax storm. For the first time ever, renowned retirement legends David McKnight, Ed Slott, Tom Hegna and Van Mueller share the stage to bring you the most cutting-edge retirement planning education in the industry! Tom Hegna David…
Read MoreLaurence Kotlikoff
Laurence Kotlikoff 1989 – NBER – How Rational is the Purchase of Life Insurance? – Alan J. Auerbach, Laurence J. Kotlikoff – 47p 2004 – Book – The Coming Generational Storm – was co-authored with Boston University economist Laurence J. Kotlikoff – [Scott Burns]. The book was endorsed by five Nobel laureates, listed as one…
Read MoreTax-Free Income
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…
Read MorePatrick Kelly
Patrick Kelly callpatrickkelly.com/ State Farm –
Read More2021 0602- Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services?
2021 0602- Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? 2021 0602 – Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? — [BonkNote] — [YouTube-13:09] [Bonk: LASER Fun = Indexed Universal Life Insurance] 2 – Hidden Agenda – – Who is the…
Read MoreThe Wealthy Idiots
The Wealthy Idiots youtube.com/@TheWealthyIdiots 2023 0225 -The Wealthy Idiots – Indexed Universal Life Debunked | Reaction to Doug Andrew & Market Volatility – [VIDEO-YouTube-36:01] 2023 0307 – The Wealthy Idiots – Life Insurance…The Trillion Dollar Scam? – [VIDEO-YouTube] 31 – Doug Andrew – LC – Cressy 36 – 2023 0408 – The Wealthy Idiots – The…
Read MoreGuy Baker
Guy Baker 2023 0918 – Dustin Wylie – Episode 3: Guy Baker Ph.D., MBA, MSFS, CEPA on Whole Life vs Universal Life with 58 years experience – [VIDEO-YouTube-45:58] 18 – Universal Life same policy mechanics as Whole Life 31 – Can’t lose money – Infinite Banking – 2022 0915 – InsuranceNewsNet – Can Life Insurance Rescue…
Read MoreSeed – Harvest
Seed – Harvest Doug Andrew Eric Olson 7-Figure Squad – Matt Sapaula “seed” “harvest” “roth” Van Mueller Tom Hegna FFL 2013 – How to Use the Low-Interest Environment to Drive Life Sales, by Tom Hegna, at MDRT Conference – 18p Many people increasingly like the idea of paying taxes now on savings for retirement knowing…
Read More2015 – LC – Charles Oliver v. Burgess (CFLID – Center for Life Insurance Disputes)
2015 – LC – Charles Oliver v. Burgess (CFLID – Center for Life Insurance Disputes) 2015 – LC – Charles Oliver v. Burgess (CFLID – Center for Life Insurance Disputes) — [BonkNote] 6:2015cv00306 Florida Middle District Court 02/27/2015 06/04/2015 Pacer – Yes Docket – 1p
Read MorePrimerica vs. Marco Moukhaiber – [Always Marco]
Primerica vs Marco Moukhaiber – Always Marco 2023 – LC – Primerica vs Marco Moukhaiber – [Always Marco] — [BonkNote] Action No.: Q2303 13143 Court – Court of King’s Bench of Alberta Judicial Centre – Edmonton eservices.alberta.ca/court-of-kb-civil-search-request.html law-faqs.org/alberta-faqs/courts-and-court-services/searching-court-records/ albertacourts.ca/kb/about/locations-and-sittings/location-detail/edmonton 2023 – Infiltrating a Pyramid Scam: Primerica by AlwaysMarco – [VIDEO-YouTube-42:34] 2023 – Coffeezilla / The…
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