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    • My Approach
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    • How Does it Work?
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      • Now or Later
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      • Overfunding
  • Business Owners
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Archives

Monthly Archive for: "August, 2014"
Home » Archives for August 2014
 Don’t Judge IULs By Illustration Alone
By DaveLife
In Indexed Universal Life Insurance, Leadership, Life Insurance
Posted August 11, 2014

Don’t Judge IULs By Illustration Alone

Joe Client is 45, male, a non-tobacco user, and his health suggests a standard rating. He calls two agents and they both agree to “run some numbers” for him.  Joe wants to max fund a policy with [...]

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 A Passion for Entrepreneurs
By DaveLife
In Entrepreneurship, Indexed Universal Life Insurance, Life Insurance, Retirement Planning
Posted August 6, 2014

A Passion for Entrepreneurs

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 [...]

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