50 episodes

Want to discover step-by-step how true professionals help their clients win big using life insurance to build cash, get great returns without taking risk, and develop a tax free income? What can be improved in your financial strategy by using life insurance as a tool? Listen for the whole story!

The Insurance Pro Blog Podcast The Insurance Pro Blog

    • Investing
    • 4.6, 35 Ratings

Want to discover step-by-step how true professionals help their clients win big using life insurance to build cash, get great returns without taking risk, and develop a tax free income? What can be improved in your financial strategy by using life insurance as a tool? Listen for the whole story!

Customer Reviews

4.6 out of 5
35 Ratings

35 Ratings

AndyB555 ,

It’s the end of the world as we know it

As a life insurance agent here in Long Beach, NY, I’m always trying to find easy third party sources to reinforce my concepts. Not only do these guys hit the mark on that, but I (and my clients) have learned a lot from these guys. Love(d) this podcast. Amazing insider information shared in an easy and fun way that common non-financial services professionals can get. Sorry to see you guys sailing off into the sunset, however kudos to sticking to it for as long as you did on a regular basis.
- Andrew Berman

Rob in Newtown ,

My go to insurance experts

Their go to phrase... ”it depends” 😁

Markie4400 ,

Great Information

I love listening to these guys every week.

As a huge believer in owning over-funded Whole Life Policies from Mutual Companies (own three and want more when I can afford it), these guys keep me focused on the “big picture reasons” of why these policies are such a great place to store cash. Contrary to what other FINANCIAL EXPERTS advise as safe and smart places to put money....These guys are speaking the truth.

Only thing I disagree with them on is that they say that Universal Life is a good tool to build cash values long term. When I look at the enormous increases of the Term Side on the policies at age 70 and above, I cannot agree that the investment side of the policy is ever going to 100% for sure take care of the Term payment each year? I finally did a 1035 Exchange on a UL policy I had 7 years ago into a Whole Life and now feel that I know it will always increase in value every year without the worries of the Stock Market roller coaster.

Thank you guys....looking forward to many more years of hearing your level headed advice.

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