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Indexed Universal Life with a Lifetime Death Benefit Guarantee You like so much about Indexed Universal Life insurance: • Low cost universal life chassis • Ability to earn interest based upon an external index like the S&P 500® • Interest credits that are locked in regardless of what happens to the index in the future […]



For the last few weeks, social media, conventional media, your holiday celebrations, and your water cooler conversations have been full of talk about “New Year’s Resolutions.” Those of you reading this doubtlessly are familiar with the cycle of broken resolutions despite the best of intentions. I’ve come to the conclusion that the best time to […]


Last week while we were all feeding our faces like gluttons over the Thanksgiving Holiday our government’s gluttonous spending reached a new milestone: our National Debt hit $18 Trillion.  That’s Trillion with a T! If you like to see zeros it looks like this: 18,000,000,000,000. I don’t want to get too political and I certainly […]


Here are five great questions I’ve gotten over the last few weeks. What really struck me are most of these are items that usually aren’t the first things that pop up in conversations about the concept but are really important.   1. Does having an IUL or contributing to an IUL affect yearly tax reporting […]




One of the real joys I get in my practice is meeting and working with entrepreneurs. I caught the entrepreneurship bug early in life.  My first business partner was my brother, Joe.  We started All Star Baseball Cards together as kids in Oxford, Ohio.  Ah, the 1980s…some of you probably remember the sports memorabilia market […]


That’s a topic that is weighing on the minds of many these days…and apparently it has been for some time.  In fact in preparing this blog I Googled “Market Due For Correction” and most of the first page of results was stories or pages with datelines more than six months old. Historical data would suggest […]

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