How permanent life insurance can be an effective tool for retirement planning. Topics covered include: Show Notes ACLI 2020 Life Insurers Fact Book—The American Council of Life Insurers Pros And Cons Of Life Insurance For Children by Cameron Huddleston and Amy Danise—Forbes The Four Approaches to Managing Retirement Income Risk by Wade D. Pfau Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement (The Retirement Researcher Guide Series) by … [Read more...]
239 Plus: February 2019 Portfolio Review and Whole Life Insurance Policies
In Plus episode 239 for the week of February 8, 2019 we review David's portfolio, discuss regret for not catching market bottom and evaluate a member's whole life policy to see if he should cash it in. … [Read more...]
131: Is This The Creepiest Investment Ever?
How hedge funds and pension plans earn 15% to 20% a year buying life insurance policies from unwary individuals. Why it is better to keep your permanent life insurance rather than sell it as part of a life settlement. In this episode you'll learn: What are life settlements and viaticals and how is the market developing.How well have life settlement investments performed and what drives the performance.Why insurance companies discourage selling life insurance policies in the secondary … [Read more...]
79: Lump Sums and Life Insurance
Is it better to dollar cost average or invest a lump sum. And what type and how much life insurance should you buy. In this episode you'll learn: Should you invest large sums all at once, dollar cost average or go buy something.Why rational investors don't dollar cost average, but most investors do it anyway.How term insurance works.How much life insurance should you have.How insurance companies are organized and make money.Under what circumstances should you buy whole life or … [Read more...]
