My business partners recently published a story about how we saved someone lots-n-lotsa money: *** We recently worked with a 75-year old client who owned a $1.5M term policy. The policy was approaching the end of the guarantee period, the client did not want to pay to convert, and planned to let the policy lapse. […]
Why you should never take sides in the war between term and whole life insurance
A Flakebook friend of mine is up in arms about Amazon shutting down some user accounts and denying access to ebooks those users purchased. I’m no legal expert but I think the user agreement for that stuff includes limited access rights to ebooks which can be revoked at any time so… it’s not like buying […]
Think you can beat the insurance company at its own game? Good luck
One of my favorite scenes in The Dark Knight is when Coleman Reese (a lawyer) finds out Bruce Wayne is Batman. He approaches Lucious Fox to try and blackmail him for his silence: *** Lucius Fox: Let me get this straight, you think that your client, one of the wealthiest and most powerful men in […]
Life insurance world record
A few years ago, a well-known billionaire in the tech industry took out the largest life insurance policy in the history of the industry: $201 million in insurance. Unfortunately no one knows who it is or many of the details of the policy because… life insurance is a private contract, the details of which ain’t […]