Category Archives: Brilliant at the Basics

101j Business Owner Review

We ran a webinar today regarding 101j and the impact it has on your business owners, CPAs, and your individual practice. This one…
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Upcoming Webinar: 101j Business Client Review

This upcoming webinar covering the 101j Business Client Review might be the most important webinar for you to attend. In this session we…
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2021 Tax Free Income Update

AG-49a is now in effect and here is a good look at income solves as of January 2021.  There has been a significant…
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Why We Sell Life Insurance

I was on LinkedIN earlier this week and I came across a post from a 2nd level connection that disturbed me enough to…
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This Shocking IUL Solve Beats Fixed Indexed Annuities

With the Life Industry and Annuity Industry facing pressures due to the interest rate environment and regulation, it's important to think "outside the…
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Tax Free Income Landscape

The Insurance Industry has been under a lot of stress lately due to regulation, low interest rates, and high volatility.  These pressures have…
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Utilizing the Catchup Provision Could Save 20% or more!

We have two recent posts Guranteed Universal Life Landscape Q3 2020 and Using Hybrid Guaranteed Indexed Universal Life that do a good job of covering the GUL…
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Using Hybrid Guaranteed Indexed Universal Life

When we look at the GUL Landscape, we have seen a considerable change in the leverage we are able to provide our clients.…
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How Would Indexed Universal Life Perform in the Worst, Best,and Most Recent Markets?

[vc_row][vc_column][vc_column_text]The market can be volatile and this volatility can often create uncertainty around "how safe is my money", regardless of what vehicle your…
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Does Indexed Universal Life Work?

[vc_row][vc_column][vc_column_text]I often get asked "Do you believe Indexed Universal Life works?".  It's an interesting question and certainly many valid arguments on each side…
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