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When it comes to retirement planning, there are a lot of options available to help you secure your financial future. One of the most popular options is a life insurance retirement plan (LIRP). A LIRP is a type of retirement plan that allows you to invest in life insurance policies to build
Life insurance is a vital part of many people’s financial plans. And it’s a necessary step when applying for a LIRP. Insurance provides security and peace of mind in the event of a tragedy, and can provide financial stability for your family in the future. One of the most important
Are you looking for a way to take control of your investments while also leveraging an expert understanding of the markets? Non-discretionary portfolio management may be the answer you’ve been searching for. Non-discretionary portfolio management goes beyond the traditional “buy-and-hold” model and allows investors to take a more active approach
Retirement planning is an important part of any financial portfolio. Having a good life insurance plan is a great way to access tax free funds and provide for your family in the event of your untimely death. With so many different types and structures of life insurance available, it can
Do you know if your LIRP (Life Insurance Retirement Plan) is properly structured to maximize cash value while reducing your tax burden? Working with a professional who is an expert with the LIRP will ensure that you have the proper structure. In this article you will learn the best ways
When it comes to investing money, it can be hard to know where to start. To make things even more difficult, there are also numerous different types of investments that you need to consider before making your choice, especially as it fits within your broader retirement strategy. It’s easy to
Today’s modern insurance policy is not just a piece of paper you sign and throw away. Modern policies are full of riders and amendments that give the user the power to change the original document as need arises. One such rider is an insurance policy conversion rider. It’s a specific
In this article, we will explain what indexed universal life insurance is and how it can help you reach your retirement goals. Let’s first start with the basics. Universal life insurance is a permanent life insurance policy that has cash value, which means it has an investment component to it.
When you invest in an insurance company, it’s vital for you to understand how the health of an insurance company is measured via a solvency ratio. If the insurance company cannot pay its bills or its obligations when they come due, it is insolvent. Reducing risk of investing in insurance
You have a lot on your mind when you’re planning and considering how to pay for retirement. You need to figure out how much money you will need, how you can make that money last, and what funding strategies you should use to get there. That is a lot to
Many people are familiar with the concept of a life insurance policy, but not everyone knows about the benefits of a life insurance retirement plan (LIRP). In this video, we’ll explain how a LIRP can help you grow your cash value while also providing a death benefit for your loved
A Life Insurance Retirement Plan isn’t a small financial investment, and the last thing you want to do is purchase a policy that won’t work to achieve the goals you want. When it comes to indexed universal life insurance policies, your return on investment (ROI) can be directly tied to how
Investors are definitely grasping for something like an “inflation investing strategy,” but how should we think about this strategy holistically, or as it relates to the rest of our investments long-term? Recently, we’ve heard a lot about inflation. When buying power decreases over time, that is known as inflation. In
When it comes to investing in stocks, or choosing what stock indexes to track with your Life Insurance Retirement Plan (LIRP), there are two main types of indexes: unmanaged indexes and volatility controlled indexes. But what’s the difference between the two? And which one is right for you? In this
You’ve probably heard that life insurance is one of the best ways to help protect your family if you pass away before they’re ready. But what you might not know is that life insurance can also be a great way to maximize your retirement income. If you have enough savings
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