2023 0828 – The Power of Zero – David McKnight – The Truth About Doug Andrew and His Retirement Philosophy – [YouTube-10:21] 2023 0828 – The Power of Zero – David McKnight – The Truth About Doug Andrew and His Retirement Philosophy  —  [BonkNote]  —  [VIDEO-YouTube-10:21] I admire him, he has done more to bring to light the benefits of the…

Read More

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 More

Laurence Kotlikoff ESPlanner, not MaxiFi maxifiplanner.com/our-president 1985 – NBER – Life Insurance of the Elderly: Adequacy and Determinants, by Alan J. Auerbach and Laurence J. Kotlikoff – 51p 1987 – AP – Life Insurance of the Elderly: Adequacy and Determinants, In Work, Health, and Income among the Elderly. Washington, DC: The Brookings Institution, by Auerbach,…

Read More

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 More

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 More

Roccy DeFrancesco youtube.com/@StrategicAdvisor stopirarescue.com/ WPI – Wealth Preservation Institute Global Advisors – YouTube FeeOnlyAdvisors.net 2024 0725 – BetterWealth – Exposing Curtis Ray: Attorney Reveals The Dangers of MPI – [Roccy DeFrancesco]  —  [BonkNote]  —  [VIDEO-YouTube-28:22] stopirarescue.com/ira-rescue-schemes-to-avoid/ Back in the day, my industry nemesises, Doug Andrew (missedfortune101.com – [Bonk: Bad Link]) and Marion Snow (stopsittingonyourassets.com/ stopsittingonyourassets.com),…

Read More

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 More