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You are here: Home / Archives for universal index life insurance

319 Plus: A New Way to Interact with Plus Members, IVOL, and Leveraged Universal Indexed Life Insurance

October 31, 2020 by David Stein · Updated December 14, 2021

In Plus episode 319, we discuss an experimental way to interact with other Plus members using Discord. We review David's recent trades to raise funds for a house closing. We examine the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) ETF. Finally, we look at a life insurance strategy that involves index options and leverage. … [Read more...]

Filed Under: Uncategorized Tagged With: index universal life insurance, IVOL, portfolio trades, universal index life insurance

79: Lump Sums and Life Insurance

October 21, 2015 by David Stein · Updated May 24, 2021

Is it better to dollar cost average or invest a lump sum. And what type and how much life insurance should you buy. Photo by Thomas Hawk 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 … [Read more...]

Filed Under: Podcast Tagged With: dollar cost averaging, life insurance, universal index life insurance, whole life insurance

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