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Wealth Talks

Welcome to Wealth Talks where we talk about solutions, money, and other things that create wealth in your life
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Now displaying: April, 2019
Apr 30, 2019

Similar to a 1031 exchange in Real Estate 🏘, a 1035 exchange lets you avoid tax and transfer your “cost basis” when exchanging life insurance policies.

 

Do you have a policy that isn’t performing the way it ought to be? Is your insurance agent wanting you to exchange into a new life insurance policy? Should you do this?

 

Here’s an overview with Pros and Cons and what you want to know to decide whether a 1035 is the best idea for you.

 

Also some clarification around when it makes sense to take a policy loan - triggered by a recent conversation with Dr. Jim.

Thank you Dr. Jim!

 

Resources:

Atlanta Workshop - May 4th 2019

How to Read a Life Insurance Illustration - Video

 

Apr 23, 2019

🛳 Come experience the Wealth Cruise Oct 19-26th 2019! Launching from Ft. Lauderdale, FL and touching ports in St Thomas, Grand Turk, Half Moon Cay, and San Juan you can expect delightful destinations with beautiful blue waters AND…

 

You’ll get to hear proven practices for wise Money management, strong Family Relationships and good Health from the McFie Family, Krish Dhanam and Dr. John Bergman. This will be an experience much different than the Wealth Summits!

 

Cabin prices start at 1,698 (double occupancy). Only 350 deposit per cabin is required to reserve. May 1st is the soft deadline. This means prices can go up after May 1st and availability is not guaranteed. Reserve your cabin now and start looking forward to this one-of-a-kind experience.

 

Contact Anila Dhanam to reserve your cabin: 469-261-6067

Contact Life Benefits for general cruise questions: 702-660-7000

 

Resource Links:

Wealth Cruise Info

Interview with Dr. John Bergman - Podcast Archive

Interview with Krish Dhanam - Podcast Archive

Apr 17, 2019

Wikipedia reveals 91 different types of insurance 😲 - many of them you will never need. Life Insurance gets high attention on this show with good reason. There is a place for other types of insurance too.

Did you know there is insurance that will pay you an income if you become disabled (Disability / Disability Income Insurance)? There’s also insurance to help cover expenses for Long-term care such as Assisted Living. Today John and Gracine McFie share what you should know about these 2 types of insurance.

 

Call for personalized quotes: 702-660-7000

 

Resources:

More info on Disability Insurance - www.ProDisability.com

Apr 9, 2019
  • What’s the difference between direct and and non-direct recognition? Does it matter? 🤷‍♀️
  • How does Re-insurance protect policy owners and beneficiaries?
  • An inside perspective on Artificial Intelligence (AI) coming into underwriting processes.
  • Official Ratings versus strong financials and Capital Surplus.

Special Interview with 2 Vice Presidents of Ameritas Life Insurance Company: Rob Sharp and Kelly Halverson

(Kelly is also an Actuary - one of the scientists who crunch the numbers behind life insurance)

 

Ameritas provides a great selection of whole life and term life insurance policies with strong guarantees.

 

Questions answered, big words made easy + an inside perspective on what it takes to make strong guarantees for policy owners at Ameritas.

 

Resources:

Ameritas 2018 Annual Report - Open

Ameritas Financial Highlights - Web Link

Direct of Non-Direct Recognition: What Difference Does it Make? - Blog

Apr 2, 2019

Come behind scenes and hear the reasoning around insurance company ratings, portfolio management, dividends and what it all really means for you in this special interview with Karl Kreunan - Vice President of Ohio National Financial Services.

Karl makes detailed life insurance topics easy. “Life insurance is a significantly underutilized financial asset” - use it in your life and enjoy the financial security it will provide for you and your family.

Astronaut Neil Armstrong knew the value of life insurance, but he couldn’t get any before his trip to the moon because of the high risk. Find out what he did instead.

 

Call us for a personal strategy session: 702-660-7000

 

Resources:

Ohio National’s 2017 Annual Report - Open

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