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Tag Archive: indexed universal life explained

An Unanticipated Recommendation

An Unanticipated Recommendation

Written By: Cal Burgess | Retirement Servicing Group A few months ago I made a recommendation to a referral (now a client) regarding an indexed universal life policy. His financial goals were straight forward; he wanted to protect his money from rising federal income taxes while protecting as much of his money from market risk as possible. When we met, I could tell that he was frustrated with the performance of his portfolio and was skeptical about other financial vehicles that he entertained. After about...

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Permanent Life Insurance: The Financial Perks

Permanent Life Insurance: The Financial Perks

Written By: Cal Burgess | Retirement Servicing Group Who would have ever thought that one of the most attractive tax deferred, cash accumulating vehicles could be found inside a permanent life insurance contract? Imagine that, insurance policies that have outperformed the S & P 500 over the last 15 years with respect to cash accumulation. If you haven’t heard this concept, I strongly suggest that you educate yourself on all of the benefits that you have been missing out on. One of the ways to...

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