Becoming Your Own Banker
The Cash Value of Whole Life Insurance
Whole life insurance policies have a unique feature that makes them ideal vehicles for growing and protecting wealth—cash value. But how does cash value work?
Whole life insurance policies have a unique feature that makes them ideal vehicles for growing and protecting wealth—cash value. But how does cash value work?
Perhaps the greatest benefit of a whole life insurance policy is the policy loan feature. As your insurance policy matures, you earn interest and dividends
Job uncertainty is at the highest it’s been since the Great Depression due to stay-at-home orders and the economic shutdown brought on by the coronavirus.
In the late 1960s, a musician named Edwin Starr rose to fame with a song titled, “War.” The chorus of the song is “War, what
One of the aspects I like most about my role in advising clients is that we get to talk about a lot of
As a child I grew up on a farm in a family of 4 hungry kids. We’d get excited when Mom made cookies or some
How many times have you heard that there are only two things certain in life – death and taxes? We all seem to leave this
With the April 15th deadline for filing your personal income taxes looming, I figured it a good time to review the tax benefits of permanent
One of the primary features of a mutual life insurance company is that they operate for the benefit of their participating policy owners – not
One of the unique things I’ve been privileged to do in life is run a few ultra-marathons. Some of my friends think I’m crazy.
Justin Atkinson joins Patrick Donohoe for November’s Podcast. Justin has been in the financial services industry for 12 years. He has built his business around
It is really called “Cash Surrender Value”. When you enter into a contract with a life insurance company and buy Permanent Life Insurance, you have an
