If you have not looked at the bad policy #2 yet I suggest you go back and read that one. This one follows #2 because it is on the same insured and from the same agent/company. The only difference here is this policy is 23 years old already and it even terminates...
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Insurance Policy Examples: Bad Policy #2 (Variable Universal Policy)
The first “bad policy” from the Fiscalbridge library was a Variable Universal policy and here we are going to look at a Universal. I call these kinds of policies “cross-breeds” because there are a few differences but at the end of the day, they are not performing...
Insurance Policy Examples: Bad Policy #1
Over the years, I've accumulated illustrations and a handful of insurance policies from my clients, people who have attended the Secure Wealth Builders Conference, and others who end up in my office because they didn't see the light at the end of the tunnel. The...
Did you Know this About John Deere Financial?
The Ag Industry made the Wall Street Journal this week (the third week of July 2017) and it happens to be in the middle of a farm finance squeeze. I shared it on my Farming Without The Bank Facebook with a few of my own opinions and it sparked a great conversation....
Comparing The Stability of Banks and Insurance Companies
When the only reason it continues is because “that’s how it’s always been.”
Disney In The News About Their Insurable Interest in Carrie Fisher
When the only reason it continues is because “that’s how it’s always been.”
What Does It Mean When The Government Is Trying to Replace 401ks?
When the only reason it continues is because “that’s how it’s always been.”
Outstanding in My Field – Qualified Agents and The Other Kind
When the only reason it continues is because “that’s how it’s always been.”
Stop, With the Limiting Beliefs!
When the only reason it continues is because “that’s how it’s always been.”
The Bank is Plan B, Not Your Only Plan
When the only reason it continues is because “that’s how it’s always been.”