IUL

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Understanding Indexed Universal Life (IUL) Insurance

By Andrew Martin | November 17, 2015

Indexed Universal Life (IUL) Insurance is becoming an increasingly popular choice for many people. LIMRA reports that IUL now represents the majority of all Universal Life premiums, at 52 percent, and 20 percent of all individual life premiums. Here’s what you need to know about IUL.

College Planning for Kindergartners

By David O’Malley | September 22, 2015

It’s never too early to start planning for college, or too late. If you’re a parent of a kindergartner, here is what you need to know for planning for college.

Life Insurance Basics: How to Choose the Right Policy

By Raymond Caucci | July 28, 2015

It’s actually a good thing there are so many different types of life insurance: Everyone’s life is different, and even then, people’s needs change over the course of their lives.

Hidden Dangers of Retirement: Taxation

By Lynn Nolan | October 28, 2014

There is this myth that when you retire you’re going to be in a lower tax bracket. Maybe you are, maybe you aren’t. Most people focus on saving money for retirement, but few put any planning into how to withdraw the money in the most tax-efficient way.