The only STD that’s safe to pass around

I have an important “Save The Date” (STD) you need to know about, and that date is… TODAY.

I’ve been working on a semi-secret project for the last several months.

Turns out, people really do want to know how life insurance works and how it can help them pay off debts, make their investment plan work better, help them put money down on a house, or start a business or whatever, and… I’ve received a flood of questions that I just haven’t had the time to answer here and across my various social media accounts, so… I wrote an in-depth buyer’s guide for business owners (and otherwise self-employed folks) and also professionals (e.g. engineers, lawyers, doctors, and pretty much anyone else who is established in their career) who want their life insurance policy to pay off BEFORE they die.

Most of the information is geared specifically toward the way I design a life insurance plan and how me and my team (AKA my awesome minions) manage your policy after we’re done designing it for you.

It covers all types of insurance (yes, even term life) and also goes into some details that I never could cover in a blog post, or even a regular article let alone on the social medias.

Including… a special section on investing and how to think about investment returns in the wider context of financial planning — information probably you have never seen before and which has somehow eluded the personal finance blogosphere (weird).

A lot of this information isn’t available anywhere else on the Internet because much of the good info on this topic is buried in textbooks which need to be translated into “plain English”, and also old reference material which either isn’t freely available or (again) isn’t written in plain English, and also… life insurance and investment research and studies which are either behind a paywall or somewhat difficult to find unless you know exactly what you’re looking for, and so… it hasn’t been cataloged by The Google, yet…

Anywho, if you want access to a “pre-release” of the guide, you can find it here:

All of the tables, illustrations, and links work but… I’m still testing some of the interactive calculators so they are not visible yet. Also, if you happen to find any “bugs” or dead links, let me know so I can fix them.

David Lewis

P.S. There are some financial planners and insurance agents on this email list. To those people: Before I get any emails about this, yes you can link to the guide and refer people to my website but… NO, you cannot copy and paste any part of the guide all over the Internet or even on your own website or social media account or, or, or… We’ve already had a problem with a guy doing something like this with some of my copyright-protected content and it didn’t end well for him. We actively monitor this stuff, so… if you’re thinking about it, don’t do it. I promise you it won’t be worth it.

David Lewis

This post brought to you by //The Rogue Agent//. David has been a life insurance agent, and worked with some of the oldest and most respected mutual life insurance companies in the U.S., since 2004. Learn more about him and his business, here.