Our Detailed Monthly Archive
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May 2022:
April 2022:
Blog #220: Testing Financial Tolerance for Zero Estate Tax™
March 2022:
Febuary 2022:
Blog #218: Attracting and Retaining Key Executives
January 2022:
Blog #217: Tax Bombs That Never Exploded
December 2021:
Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial)
November 2021:
October 2021:
Blog #214: Roth Conversion Magic
September 2021:
Blog #213: Missed our May 2021 Virtual Symposium?
August 2021:
Blog #212: InsMark’s Introduction to an Outstanding Coach
July 2021:
Blog #211: CheckMate® Selling Revisited
June 2021:
Blog #210: Expert Advice on Estate Planning in a Biden Environment
There are no Blogs scheduled for March, April and May 2021. Bob is taking time off from the Blog to prepare for the 2021 InsMark Virtual Symposium scheduled for May 20-21
Blogs will resume in June. If you want to browse back issues, go to the Blog Index.
Thanks, Bob
February 2021:
Blog #209: Dealing with Termites
January 2021:
Blog #208: Dollars to Charity for Pennies of Cost
December 2020:
Blog #207: Merry Christmas and Happy Holidays from InsMark
November 2020:
October 2020:
Bob is taking time off from the Blog to prepare for the results of the presidential election. He wants to write several Blogs on our new Wealthy and Wise (Advanced) System. We may not know the results of the election for a couple of months. Regardless of the unknown nature of the election, he will write a Blog featuring the integration of Loan Regime Split-Dollar (currently being coded) into a Grantor Trust.
If you haven't read Bob's latest Blog, Blog #205: Escaping an Oncoming Financial Nightmare, consider doing so. The introduction of Grantor Trust planning within Wealthy and Wise produces a powerful new strategy for wealthy clients. Most estate attorneys will agree that a Grantor Trust is the linchpin of modern estate planning. You should see it in action within Wealthy and Wise.
If you want to browse earlier Blogs, go to the Blog Index.
September 2020:
Blog #205: Escaping an Oncoming Financial Nightmare
August 2020:
Blog #204: Leveraged Executive Bonus (Part 2 of 2)
July 2020:
Blog #203: Anybody Want A Free Dog? (Part 1 of 2)
June 2020:
May 2020:
Blog #201: Awesome LLC Buy-Sell Strategy for Owners of C and S Corporations (Part 1)
April 2020:
Blog #200: InsMark’s Prudent Care™ Analysis (Part 2)
Blog #199: InsMark’s Prudent Care™ Analysis (Part 1)
January, February and March 2020:
There are no Blogs scheduled for January thru March 2020.
Bob is taking time off from the Blog to prepare for the 2020 InsMark Symposium scheduled for February 28-29, 2018, in Las Vegas.
Blogs will resume in April. If you want to browse back issues, go to the Blog Index.
December 2019:
Blog #198: How Far Will $1,000,000 Go (Part 2) Joe and Annie Jordan’s Comprehensive Retirement Plan
November 2019:
Blog #197: How Far Does $1,000,000 Go (Part 1)
October 2019:
Blog #195: CheckMate® Logic (Part 3 of 4) Religion, Politics, Sex, and Term Insurance
September 2019:
Blog #194: CheckMate® Logic (Part 2 of 4) Measuring the Value of Permanent Life Insurance
August 2019:
Blog #193: CheckMate® Logic (Part 1 of 4) When a Client Postpones Purchasing a Policy
July 2019:
Blog #192: 401(k) Look-Alike Meets the Calculation Dynamics of Wealthy and Wise® (Part 2 of 2)
June 2019:
Blog #191: 401(k) Look-Alike (Part 1 of 2)
May 2019:
Blog #190: Crystal Clear — and Simple
April 2019:
Blog #189: Permanent vs. Term Comparison (Part 3) Wall Street Journal – You Are So Wrong!
March 2019:
Blog #188: Permanent vs. Term Comparison (Part 2) Wall Street Journal – You Are So Wrong!
February 2019:
Blog #187: Permanent vs. Term Comparison (Part 1) Wall Street Journal – You Are So Wrong!
Blog #186: Solo 401(k) vs. Indexed UL Knock Your Socks Off (Part 4)
January 2019:
Blog #185: Split Funded 401(k)™ Knock Your Socks Off (Part 3)
December 2018:
Blog #184: Knock Your Socks Off (Part 2)
November 2018:
Blog #183: Are Your Clients Too Old to Use IUL in a Retirement Plan?
October 2018:
Blog #182: Endorsement Split Dollar with Salary Continuation at Retirement
September 2018:
Blog #181: Endorsement Split Dollar with Optional Transfer
August 2018:
Blog #180: A New Look at Various Financial Alternatives (It Will Knock Your Socks Off)
July 2018:
Blog #179 - Helping Millennials with Financial Decisions
June 2018:
Blog #178: Coordinating Exceptional Split Dollar™ with Wealthy and Wise® (Part 2 of 2)
May 2018:
Blog #176: Best Way to Evaluate Roth Conversions (Part 2 of 2)
April 2018:
Blog #175: Best Way to Evaluate Roth Conversions (Part 1 of 2)
March 2018:
February 2018:
There are no Blogs scheduled for February 2018. Bob took this month off to prepare for the 2018 InsMark Symposium scheduled for March 2 & 3, 2018. Blogs will resume in March.
Thanks. Bob
January 2018:
Blog #173: The Impact of Tax Reform on Retirement and Estate Planning Presentations
Blog #172: Arbitrage vs. Accelerated Arbitrage™ (Part 2 of 2)
December 2017:
Bob took December off to review all the new upcoming tax laws.
November 2017:
Blog #171: Arbitrage vs. Accelerated Arbitrage™ (Part 1 of 2)
October 2017:
Blog #170: The Key to More Retirement Cash Flow
Blog #169: The Hidden Partner (Part 2 of 2)
September 2017:
Blog #168: The Hidden Partner (Part 1 of 2)
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)
July 2017:
Blog #165: Lobsters for Retirement
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
May 2017:
Blog #162: Creative Financial Presentations
Blog #161: Self-Financed Life Insurance Meets Wealthy and Wise® (Part 2 of 2)
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
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)
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)
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)
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)
November 2016:
Blog #146: New Logic for Permanent vs. Term (Part 1 of 3)
Blog #145: The $23 Trillion Market
October 2016:
We took this month off to prepare for the 2016 InsMark Symposium
September 2016:
Blog #144: Don’t Burn the Nest Egg®
Blog #143: Premium Financing Opportunities In The Small Case Market
August 2016:
Blog #142: Increased Taxes Are Coming
Blog #141: Strategic Philanthropy
July 2016:
Blog #140: Zero Taxes for Social Security - InsMark Style
Blog #139: Finding Clients For Large Case Premium Financing... JUST GOT EASIER
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
May 2016:
Blog #135: Merging College and Retirement Planning
Blog #134: Best Strategy for an IRA (Part 2 of 2)
April 2016:
Blog #133: Best Strategy for an IRA (Part 1 of 2)
Blog #132: The Calculation Magic of Wealthy and Wise®
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)
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
January 2016:
Blog #125: Web Supported Resources for You
Blog #124: More on the Siren Song of “Buy Term and Invest the Difference”
December 2015:
Blog #123: The Siren Song of “Buy Term and Invest the Difference”
Blog #122: Term Insurance for $1.00
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)
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
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
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
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)
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)
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
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
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
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
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.
December 2014:
Blog #82: A Great Holiday Video
Blog #81: Economics of a Roth IRA Conversion
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
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
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)
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
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
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
May 2014:
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
April 2014:
Blog #49: More CheckMate® Selling
Blog #48: Dollars of Benefits for Pennies of Cost
Blog #47: Tom and Kristin’s Retirement Planning
March 2014:
Blog #46: Let’s Make Sure the Girls Go to College
Blog #44: Alternate Golden Handcuffs for Tom Hamilton
Blog #43: Golden Handcuffs for Tom Hamilton (Part 3 of “Valuing the Business”)
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
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™)
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
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
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
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®
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
July 2013:
Blog #11: You’re Often Dead Without Deadlines
Blog #10: Annuity Rescue Made Easy
Blog #8: The Pothole in Wealth Management, Good Logic vs. Bad Logic™
Blog #7: If You Think Education Is Expensive, Try Ignorance
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 #3: Identifying Good Prospects Discarding Bad Ones
May 2013:
Blog #2: Anyone Want a Free Dog?
Blog #1: “Tell Me What’s Wrong With It?”
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