Trust That Bailout? Why Not Protect Your Assets With Life Insurance?
Where the heck did my net worth go? This has been one tough month on those of us who are actually middle class enough to care what happens to our retirement investments. For many it is a scramble to...
View ArticleTime To Get Off The Fence. It’s A Fire Sale!
For as long as I’ve been sharing the “life insurance world according to Ed”, I have beat the drum as hard as I can that there is only one good permanent product out there and it doesn’t have cash...
View ArticleSo, When Would I Recommend Not To Buy Term Insurance?
I’ve been accused of recommending term life for every need and while I maintain that 95% of all needs for the average person are well served by term, there are valid reasons to consider permanent...
View ArticleLife Insurance. The Application Process!
I did a series of posts last year on life insurance policies and have referred back to those posts on several occasions when explaining some specific clauses and options such as the suicide clause and...
View ArticleCan Your Family Raise Several Million Dollars Really Fast Or Should You Have...
If not, give this some thought! Estate taxes come due nine months after the death of the sole surviving spouse or individual whose net worth comprises the estate. While nine months may seem like a long...
View ArticleWhere Is Estate Tax Headed?
In my mind the estate tax changes made in 2001 were a great idea with a great direction and one of the stupidest endings that could be thought up. Why would Congress and the President go so far to...
View ArticleDie In 2010. Good Tax Planning?
As we crash toward the end of the year and one of the wackiest decades in a while, accountants for the high net worth and famous are all armed with the same good advice. 2010 is a good year to die, at...
View ArticleIs There A Chance I Could Outlive My Term Insurance?
Term life insurance offers a guaranteed level death benefit and a guaranteed level premium for certain period of years, the term. Is there a chance you could outlive that term and spend the money it...
View ArticlePlan Wisely! Review Often!
History is littered with examples of poor life insurance and estate planning, and examples of how a lack of attention and review completely negates good planning. Now I’m guessing that there aren’t a...
View ArticleFive Times When Life Insurance Is A No Brainer!
The truth is there are times when there is a legitimate question about whether life insurance is necessary, whether it is the tool for the job. Here are five times that I would submit to you that the...
View ArticleEstate Tax Is Just Not That Big A Deal, Unless You Owe It!
If the proposed changes in the estate tax laws are adopted by congress, and it looks like they will be, the exemption limits will finally be sufficiently high enough to protect the majority of John...
View ArticleTrust That Bailout? Why Not Protect Your Assets With Life Insurance?
Where the heck did my net worth go? This has been one tough month on those of us who are actually middle class enough to care what happens to our retirement investments. For many it is a scramble to...
View ArticleTime To Get Off The Fence. It’s A Fire Sale!
For as long as I’ve been sharing the “life insurance world according to Ed”, I have beat the drum as hard as I can that there is only one good permanent product out there and it doesn’t have cash...
View ArticleSo, When Would I Recommend Not To Buy Term Insurance?
I’ve been accused of recommending term life for every need and while I maintain that 95% of all needs for the average person are well served by term, there are valid reasons to consider permanent...
View ArticleLife Insurance. The Application Process!
I did a series of posts last year on life insurance policies and have referred back to those posts on several occasions when explaining some specific clauses and options such as the suicide clause and...
View ArticleCan Your Family Raise Several Million Dollars Really Fast Or Should You Have...
If not, give this some thought! Estate taxes come due nine months after the death of the sole surviving spouse or individual whose net worth comprises the estate. While nine months may seem like a long...
View ArticleWhere Is Estate Tax Headed?
In my mind the estate tax changes made in 2001 were a great idea with a great direction and one of the stupidest endings that could be thought up. Why would Congress and the President go so far to...
View ArticleDie In 2010. Good Tax Planning?
As we crash toward the end of the year and one of the wackiest decades in a while, accountants for the high net worth and famous are all armed with the same good advice. 2010 is a good year to die, at...
View ArticlePlan Wisely! Review Often!
History is littered with examples of poor life insurance and estate planning, and examples of how a lack of attention and review completely negates good planning. Now I’m guessing that there aren’t a...
View ArticleFive Times When Life Insurance Is A No Brainer!
The truth is there are times when there is a legitimate question about whether life insurance is necessary, whether it is the tool for the job. Here are five times that I would submit to you that the...
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