Life Insurance, Term Life, WL, IUL, VUL

IUL Charges vs. 1% Advisor Fee

А вы знаете, что финансовые советники берут гораздо больше fees за управление портфелем, чем страховые агенты за страховые продукты!

Накопительная страховка: VUL

Встречали такие лозунги?

Мета пост: Всё про IUL, WL, Annuity

Broken: "The Power of Zero", Часть 2: Комментарии и дополнения

Attempt to recruit to MLM team and conversation about 7702

Note: This is a copy of the chat with someone about Roth, taxes, and 7702. It was turned out to be an attempt to recruit into MLM insurance company. The interlocutor's arguments are in bold. The conversation has been edited, and minor clarifications have been added (in parentheses).

О чем картинка? Реклама IUL?

Давайте вместе разберёмся, а ниже у меня к вам будет вопрос!

Review: Финансовая Защита Своей Семьи

Страхование жизни в старости нужно только тем, у кого нет денег

Annuity vs Taxable Account

Четыре очевидные ошибки

Roth vs IUL, Part 3: Withdrawals

Both plans: Roth (IRA/401k) and IUL allow tax-free withdrawals, but the constrains are based on different tax-codes.

Roth vs IUL, Part 2: Contributions

For both Roth (IRA/401k) and IUL, only after-tax contributions are allowed (no tax-deductions could be received).

Roth vs IUL, Part 1: Intro

Did you see advertisements of cash-value life polices, in which they are compared to Roth IRA?