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Seniors

Home » Seniors
 Affordable Permanent Life Insurance With Lifetime Guarantees & Cash Upside
By DaveLife
In Boomers, Indexed Universal Life Insurance, Life Insurance, Retirement Planning, Seniors, Uncategorized
Posted May 6, 2015

Affordable Permanent Life Insurance With Lifetime Guarantees & Cash Upside

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 [...]

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 Real Life Story: Increase Death Benefit by 80% w/No New Money!
By DaveLife
In Boomers, Indexed Universal Life Insurance, Life Insurance, Retirement Planning, Seniors
Posted June 12, 2014

Real Life Story: Increase Death Benefit by 80% w/No New Money!

One of the under appreciated and often ignored sources of value many families have is existing life insurance policies.  If you haven’t sat down with your agent and done a “policy audit” recently [...]

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 Market Losses are Tough to Recover
By DaveLife
In 401(k), Boomers, Entrepreneurship, Indexed Annuities, Indexed Universal Life Insurance, Qualified Plans, Retirement Planning, Seniors, Young Professionals
Posted April 15, 2014

Market Losses are Tough to Recover

“Rule #1 Never Lose Money. Rule #2 Never Forget Rule #1.” – Warren Buffett Since 2000 the S&P 500® has had two years of declines greater than 20%[1].  In fact going back to 1900, history [...]

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 Do You Know What You Are Paying in Fees & Expenses in your 401(k)?
By DaveLife
In 401(k), Boomers, Indexed Universal Life Insurance, Retirement Planning, Seniors, Young Professionals
Posted March 26, 2014

Do You Know What You Are Paying in Fees & Expenses in your 401(k)?

Well if you don’t, you’re in good company. According to Secure Retirement Institute (SRI) research, 50% of participants have no idea what they pay. Nearly 40% of participants in a qualified (to [...]

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 Am I too old for Indexed Universal Life?
By DaveLife
In Boomers, Indexed Universal Life Insurance, Retirement Planning, Seniors, Uncategorized
Posted February 26, 2014

Am I too old for Indexed Universal Life?

The short answer is “probably not.” I just presented the concept to a 66 year old retired police officer today.  Originally he was shopping term life. As we moved through the fact-finding process [...]

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