income | Insurance news

The Case for Guaranteed Retirement Income • The Insurance Pro Blog

March 5, 2026
Agent7

None of this means everyone should rush out and annuitize half their retirement savings. Individual circumstances vary. Your health, your other income sources, your legacy goals, and your comfort level all factor into whether a single premium immediate annuity makes sense — and if so, how much to allocate. But the default assumption is worth […]

IUL Retirement Dynamic Income Planning that’s Tax Free

January 5, 2025
Agent7

Podcast: Play in new window | Download Indexed universal life insurance has unique features that make it resilient when change becomes necessary. And a lesson all retirees will eventually learn is their plan during retirement will require adjustments. Today I want to highlight the versatility IUL retirement planning brings to a plan specifically focused on […]

How We Use The Cash Value Inside Our Whole Life Insurance Policy | Wealth Nation

September 19, 2024
Agent7

Did you know lifestyle banking is not only used to pay off debt? You can also use this for investment and fixed expenses. Here we … Whole life insurance is a type of permanent life insurance that offers both a death benefit and a cash value component. While many people are aware of the death […]

Using Life Insurance to Buy Real Estate | Wealth Nation

September 2, 2024
Agent7

Real Estate is an amazing asset class to invest in but, did you know you can use a Whole Life Insurance Policy to do so? Life insurance is a versatile financial tool that can be used in a variety of ways to secure your financial future. One of the lesser-known but highly effective ways to […]

When can I Stop Paying the Premium for my Whole Life Insurance Policy? | Wealth Nation

August 29, 2024
Agent7

Life can throw unexpected challenges our way, and financial difficulties might arise at any time. What would happen if you couldn’t … Whole life insurance is a type of permanent life insurance that provides coverage for the entirety of your life, as long as you continue to pay the premium. While it offers many benefits, […]

April 1, 2024
Agent7

#Income planning for retirement requires strategic decisions to ensure a financially stable future. One powerful tool to consider is an Indexed Universal Life (IUL) insurance policy, which can provide a tax-efficient income stream during your retirement years. By understanding how to optimize an IUL policy, you can create a reliable source of tax-free income that […]

The Case for Guaranteed Retirement Income • The Insurance Pro Blog

IUL Retirement Dynamic Income Planning that’s Tax Free

How We Use The Cash Value Inside Our Whole Life Insurance Policy | Wealth Nation

Using Life Insurance to Buy Real Estate | Wealth Nation

When can I Stop Paying the Premium for my Whole Life Insurance Policy? | Wealth Nation

How To Leverage IUL For A Tax-Free Retirement Income Stream

What is an Annuity?

An Honest Look at Who It Works For • The Insurance Pro Blog

The Case for Guaranteed Retirement Income • The Insurance Pro Blog

What Do Insurance Brokers Do?

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