Monegenix®

Build financial security with custom high cash value whole life insurance and annuities, financial apps, and educational material to help you make better financial decisions.

  • READ DAVID’S DAILY EMAIL
  • FREE STUFF ▽
    • RESULTS
    • BLOG
    • LIFE INSURANCE GUIDE
    • VIDEOS
    • MONEGENIX LABS
    • LABS HOME
  • SERVICES

Drunken fist kung-fu savings

Last updated on: March 5, 2019 by David Lewis Filed Under: Life Insurance, Saving Money Tagged With: blended whole life, buy term life or whole life insurance, limited pay whole life, save money with whole life insurance, saving money, savings, whole life, whole life debate, whole life insurance, whole life policy, whole life savings, whole life vs term life

Back when I was a tweenager, I started taking Karate lessons. I never got that good at it until I met this guy Jim, who helped me figure out how to defend myself as a 130lb weakling. Anyway, at the time, there were a bunch of bigger guys in the dojo, all of whom could […]

Should you pay off debt or save money first?

Last updated on: July 30, 2018 by David Lewis Filed Under: Life Insurance Tagged With: life insurance, life insurance plan, life insurance planning, life insurance policy, term life, universal life insurance, whole life

It seems a lot of people haven’t been getting my daily emails even though they signed up for them. For shame. My email system is in the process of sorting itself out so…  if you signed up to my email list and totally forgot about it, this is why you’re now receiving this email. It’s […]

Why you should never take sides in the war between term and whole life insurance

Last updated on: May 14, 2018 by David Lewis Filed Under: Life Insurance Tagged With: buy term life, buy whole life, buying life insurance, life insurance, save money on a term policy, save money on term insurance, save money on term life insurance, save money on whole life, term insurance, term life, term life insurance, term life insurance policy, term life policy, term policy, universal life insurance, whole life, whole life policy

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

Last updated on: May 14, 2018 by David Lewis Filed Under: Financial Planning, Life Insurance Tagged With: buy term and invest the difference, life insurance, term life insurance, term policy, whole life, whole life insurance, whole life policy, whole life vs buy term and invest the difference

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 […]

Investment returns vs risk capacity

Last updated on: May 1, 2018 by David Lewis Filed Under: Financial Planning, Investing, Life Insurance Tagged With: buy life insurance, investment return, life insurance, measuring risk, risk capacity, risk tolerance, risk tolerance questionnaires, term insurance, term life, whole life, whole life insurance

Cornerstone Investment Services put out a piece a while back that showed the average annual rate of return for the S&P 500 (THE stock market of stock markets) since 1871 is about 5.63% to 5.85%, depending on where you source the raw data from and how you interpret that data. MOAR: Vanguard has a report […]

Next Page »

Monegenix® |  P.O. Box 831 Kenly, NC 27542

  • About
  • Contact
  • Archives
  • Legal & Privacy Policy

© 2021 DAVID C LEWIS · ALL RIGHTS RESERVED