Our Detailed Monthly Archive

 

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October 2017:

Blog #169: The Hidden Partner (Part 2 of 2)


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September 2017:

Blog #168: The Hidden Partner (Part 1 of 2)


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August 2017:

Blog #167: The Retirement Cost of Ignoring Life Insurance (Part 2 of 2)

Blog #166: The Retirement Cost of Ignoring Life Insurance (Part 1 of 2)


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July 2017:

Blog #165: Lobsters for Retirement


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June 2017:

Blog #164: Family Net Worth™ - (It’s Irresistible!) Part 2 of 2

Blog #163: Family Net Worth™ - (It’s Irresistible!) Part 1 of 2


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May 2017:

Blog #162: Creative Financial Presentations

Blog #161: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 2 of 2)


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April 2017:

Blog #160: The Benefits Of Collaboration

Blog #159: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 1 of 2)

Blog #158: Integrating Executive Benefit Plans with Retirement Planning


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March 2017:

Blog #157: Another Good News / Bad News Benefit Plan™ (Part 2 of 2)

Blog #156: Good News / Bad News Executive Benefit Plan™ (Part 1 of 2)


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February 2017:

Blog #155: Marketing Magnification (Using Online Video)

Blog #154: Smart Alternatives to Traditional Retirement Plans (Part 4 of 5)

Blog #153: Smart Alternatives to Traditional Retirement Plans (Part 3 of 5)


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January 2017:

Blog #152: Smart Alternatives to Traditional Retirement Plans (Part 2 of 5)

Blog #151: The Trump Presidency: How It Will Impact the Sale of Life Insurance Retirement Plans

Blog #150: Smart Alternatives to Traditional Retirement Plans (Part 1 of 5)


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December 2016:

Blog #149: New Technology That Creates Radical Opportunities

Blog #148: More New Logic for Permanent vs. Term (Part 3 of 3)

Blog #147: New Logic for Permanent vs. Term (Part 2 of 3)


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November 2016:

Blog #146: New Logic for Permanent vs. Term (Part 1 of 3)

Blog #145: The $23 Trillion Market


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October 2016:

We took this month off to prepare for the 2016 InsMark Symposium


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September 2016:

Blog #144: Don’t Burn the Nest Egg®

Blog #143: Premium Financing Opportunities In The Small Case Market


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August 2016:

Blog #142: Increased Taxes Are Coming

Blog #141: Strategic Philanthropy


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July 2016:

Blog #140: Zero Taxes for Social Security - InsMark Style

Blog #139: Finding Clients For Large Case Premium Financing... JUST GOT EASIER


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June 2016:

Blog #138: The Quickest Way To Learn InsMark

Blog #137: More On “The Best Policy for My Client”

Blog #136: Taking Care of a Rainmaker


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May 2016:

Blog #135: Merging College and Retirement Planning

Blog #134: Best Strategy for an IRA (Part 2 of 2)


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April 2016:

Blog #133: Best Strategy for an IRA (Part 1 of 2)

Blog #132: The Calculation Magic of Wealthy and Wise®


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March 2016:

Blog #131: Don’t Burn the Nest Egg™

Blog #130: Should I or Shouldn’t I?

Blog #129: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 3 of 3)


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February 2016:

Blog #128: Leveraged Executive Bonus Plan withBank-Funding of the Income Tax (Part 2 of 3)

Blog #127: Leveraged Executive Bonus Plan with Bank-Funding of the Income Tax (Part 1 of 3)

Blog #126: The Leverage of Bank Funded Estate Liquidity


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January 2016:

Blog #125: Web Supported Resources for You

Blog #124: More on the Siren Song of “Buy Term and Invest the Difference”


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December 2015:

Blog #123: The Siren Song of “Buy Term and Invest the Difference”

Blog #122: Term Insurance for $1.00


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November 2015:

Blog #121: We Don’t Need the RMDs

Blog #120: How We Open and Close 30 to 35 Premium Finance Cases Per Year

Blog #119: Which is the Best Policy for My Clients? (Part 3)

Blog #118: Which is the Best Policy for My Clients? (Part 2)


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October 2015:

Blog #117: Which is the Best Policy for My Clients? (Part 1)

Blog #116: Advisor Marketing Break Through: How To Have Qualified Prospects Contact You


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September 2015:

Blog #115: Part 2 of Leveraged Deferred Compensation (Is Arthur Better Off With Term Insurance?)

Blog #114: Leveraged Deferred Compensation (Part 1)

Blog #113: Life Insurance Alternatives to a 401(k)

Blog #112: Retirement Planning Strategies Using Indexed Universal Life


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August 2015:

Blog #111: Part 2 of the Impact of New Regulations on Indexed Universal Life

Blog #110: Impact of New Regulations on Indexed Universal Life (Part 1 of 2)

Blog #109: The Key to Tax-Efficient Strategies in Retirement Planning


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July 2015:

Blog #108: Profit Sharing Plan vs. Indexed Universal Life (Part 3 of 3)

Blog #107: Profit Sharing Plan vs. Indexed Universal Life (Part 2 of 3)

Blog #106: Profit Sharing Plan vs. Indexed Universal Life (Part 1 of 3)

Blog #105: Stretch, Charitable, Roth (Three Smart IRA Strategies)


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June 2015:

Blog #104: Good Logic vs. Bad Logic™ (It’s All About the Math)

Blog #103: Charging Monitoring Fees for a Client’s Wealth Plan

Blog #102: Linking Indexed UL with Disability Income Insurance (Part 2 of 2)


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May 2015:

Blog #101: Linking Indexed UL with Disability Income Insurance (Part 1 of 2)

Blog #100: Mysterious Fees for Mutual Funds

Blog #99: One More Time - The Value of “You” to Your Clients


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April 2015:

Blog #98: The Value of “You” to Your Clients (Part 2 of 2)

Blog #97: The Value of “You” to Your Clients (Part 1 of 2)

Blog #96: Retirement Cash Flow Funded by Premium Financing


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March 2015:

Blog #95: How Much Do I Really Need?

Blog #94: How to Double Your Affluent Clients

Blog #93: Maybe the Best Executive Benefit Plan Ever

Blog #92: The Prospecting Magic of Endorsed Referrals from CPAs

Blog #91: The Best of InsMark at the Symposium


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February 2015:

Blog #90: Video on Avoiding a $20 Million Mistake

Blog #89: Another Great Video -- IRA Rescue Made Easy

Blog #88: An Exceptional Video -- Equity Rescue Made Easy

Blog #87: No Income Tax on Social Security Retirement Benefits


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January 2015:

Blog #86: The #1 Reason Advisors Are NOT Getting Paid What They’re Worth

Blog #85: IRS Says Goodbye to a Tiny Bit of Its Red Tape

Blog #84: “Why Pay $22,753 for Something You Could Get for $700?”

Blog #83: Crystal Clear Alternatives.   InsMark-Training-Tutorials-Video-Icon


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December 2014:

Blog #82: A Great Holiday Video

Blog #81: Economics of a Roth IRA Conversion


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November 2014:

Blog #80: Converting Low Yielding Assets into a Charitable Gift Annuity

Blog #79: Insurance Sales to Clients with IRAs

Blog #78: More on How to Smite a Termite


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October 2014:

Blog #77: Integrated Planning for College and Retirement

Blog #76: Smart Use of Term Coverage for Funding College Costs

Blog #75: Golden Handcuffs for Sam Hunt

Blog #74: Long-Term Care - Insure or Self-Insure


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September 2014:

Blog #73: The Discounted Dollars Strategy (Part 2 of 2)

Blog #72: The Discounted Dollars Strategy (Part 1 of 2)

Blog #71: When Life Insurance Doesn’t Work -- or Does It?

Blog #70: What Exactly is CheckMate® Logic?

Blog #69: Seven Variations of a Great Executive Benefit (including my favorite)


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August 2014:

Blog #68: A Pretend 401(k) Plan vs. Indexed Universal Life

Blog #67: Filling the Pothole in Wealth Planning

Blog #66: Buy Now vs. Buy Later Video

Blog #65: An Exceptional Video on Retirement Planning


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July 2014:

Blog #64: More on Single Premium Immediate Annuities

Blog #63: Sometimes You Just Need a Good Calculator

Blog #62: Review of the Rescue Plans

Blog #61: Sacrificing Cash Flow with a 401(k) Plan


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June 2014:

Blog #60: Coupling College Funding With Retirement Planning

Blog #59: The InsMark Business Valuator ? A Powerful Tool For Financial Advisers

Blog #58: A New Retirement Planning Strategy

Blog #57: Messages from Washington Are Often Unpleasant

Blog #56: An Easy Charitable Legacy


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May 2014:

Blog #55: Charitable IRA

Blog #54: Dollars to Charity for Pennies of Cost

Blog #53: “There Wasn't Nigh As Many As There Was A While Ago”

Blog #52: Participating Loans vs. Fixed Loans

Blog #51: Avoiding the Tax Bomb in Life Insurance


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April 2014:

Blog #50: The Cost of Waiting

Blog #49: More CheckMate Selling®

Blog #48: Dollars of Benefits for Pennies of Cost

Blog #47: Tom and Kristin’s Retirement Planning


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March 2014:

Blog #46: Let’s Make Sure the Girls Go to College

Blog #45: Controlled Executive Bonus Plan for Life Insurance and Disability Income (Part 5 of “Valuing the Business”)

Blog #44: Alternate Golden Handcuffs for Tom Hamilton

Blog #43: Golden Handcuffs for Tom Hamilton (Part 3 of “Valuing the Business”)


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February 2014:

Blog #42: Adding Key Executive Coverage (Part 2 of “Valuing the Business”)

Blog #41: If We Sell Our Business, Can We Afford to Retire?

Blog #40: Leveraged Deferred Compensation

Blog #39: More on the Magic of Indexed Universal Life


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January 2014:

Blog #38: Avoiding a $20 Million Mistake

Blog #37: Four Ways to Smite a Termite

Blog #36: The Magic of Indexed Universal Life

Blog #35: Revisiting the Pothole in Wealth Planning (Good Logic vs. Bad Logic™)


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December 2013:

Blog #34: A “Kick Start” for Your Holidays

Blog #33: Referred Leads - How to Use Them Effectively

Blog #32: Documents On A Disk™ is Now in the Cloud

Blog #31: IRA Rescue Made Easy


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November 2013:

Blog #29: Accessing Upscale Prospects

Blog #28: Notes to Those Beginning to Sell Financial Products

Blog #27: Don’t Buy Yet, I’m Not Finished Selling


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October 2013:

Blog #26: Exceptional Benefits for Outstanding Executives

Blog #25: Is Indexed Universal Life Too Good To Be True?

Blog #24: Maybe The Best Lead Generation Idea Ever

Blog #23: Give Yourself Some Wiggle Room


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September 2013:

Blog #22: My Daughter Will Be Running My Business

Blog #21: Equity Rescue Made Easy

Blog #20: Could Your Case Be Going Down The Drain?

Blog #19: How to Solve the Toughest Part of Your Business

Blog #18: Premium Financing Meets Wealthy And Wise®

Blog #17: CheckMate Selling®


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August 2013:

Blog #16: What Do Your Clients Think About You?

Blog #15: How to Take Money Out of a Business Without Paying Taxes on It -- Legally

Blog #14: #1 Financial Concern of Most People? Running Out of Money!

Blog #13: A New Look At An Old Idea

Blog #12: Three Smart (and relatively unknown by clients) Tax Strategies for Retirement Accounts


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July 2013:

Blog #11: You’re Often Dead Without Deadlines

Blog #10: Annuity Rescue Made Easy

Blog #9: Selling Incognito

Blog #8: The Pothole in Wealth Management, Good Logic vs. Bad Logic™

Blog #7: If You Think Education Is Expensive, Try Ignorance


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June 2013:

Blog #6: How To Prove Which Of Your Clients Should Purchase Long Term Care Insurance

Blog #5: It’s Awkward Trying to Sell My Friends

Blog #4: If Something Important You Believe To Be True Turns Out To Be Wrong, When Would You Want To Know About It?

Blog #3: Identifying Good Prospects Discarding Bad Ones


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May 2013:

Blog #2: Anyone Want a Free Dog?

Blog #1: “Tell Me What’s Wrong With It?”


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