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When it comes to planning for your financial future, there are a lot of options out there. Two that often come up in discussions are 401(a) plans and whole life insurance. As someone who’s spent years helping people keep more of their money, grow their wealth, and achieve financial peace of mind, I want to …

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The 80/20 Rule in Real Estate: A Strategic Approach with Participating Whole Life Insurance When I first learned about the 80/20 rule, also known as the Pareto Principle, it transformed how I thought about efficiency and productivity in real estate investing. This principle suggests that roughly 80% of your results come from 20% of your …

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Understanding Whole Life Insurance You’ll hear many arguments for and against whole life insurance. Many people wonder what whole life insurance truly is and if the benefits of a policy would help them. There are many different types of life insurance. In this article, we cover how participating whole life insurance works, its pros and …

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Even though Facebook flagged this post: “Joe Biden wants to get rid of something called ‘stepped up basis’ that reduces inheritance taxes” It’s true. Biden wants to eliminate the stepped-up basis.  So, what does this mean for you? It means that if you inherit stocks, bonds, real estate, a business, farm or any other asset, …

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Recap of Whole Life Insurance Participating Whole Life Insurance (PWLI) is a lifelong insurance policy where premiums are paid annually. This contract involves the policy owner and the insurance company, with the company guaranteeing cash value growth during the insured’s lifetime and a specific death benefit to beneficiaries upon the insured’s passing. Additionally, the insurance …

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The term life insurance you secured when your children were young plays a pivotal role in your financial protection, offering financial security at a cost-effective rate. But, these policies are intentionally designed for short-term coverage. If you outlive the policy’s duration, your beneficiaries receive no death benefit. Term insurance might suffice for your family’s needs. …

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Table of Contents: Examining Life Insurance Policies Term Vs Whole Life Comparison What’s the Best Life Insurance Policy 90/10 Insurance Policies Vs 60/40 Insurance Policies What to Look For In an Insurance Policy Owning a whole life insurance policy that pays dividends can be a great financial move. However, it’s essential to understand specific details …

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It’s new. It looks exciting. But is it worth it?  Indexed whole life insurance provides life insurance coverage and the potential for accelerated cash value growth through indexed mirroring accounts.   Individuals who are interested in investing may find this type of plan attractive, especially when viewing the non-guaranteed projections for potential growth.  But it’s …

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   Table of Contents: What Is Cash Value Life Insurance? Types of Cash Value Life Insurance Why Whole Life Insurance Is Ideal for Cash Value How to Determine the Cash Value of a Life Insurance Policy How Can You Use The Cash Value of Whole Life Insurance to Build Wealth? Riders and Whole Life …

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We have talked about what whole life insurance is – now we want to talk about why you should own participating insurance. This is a sound strategy for those with patience and the know-how to make their insurance work for them. Schedule Appointment » Tables of Contents: Tax Code Favors Participating Whole Life Preparing For …

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