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    Financial Wellness

    Is Indexed Universal Life Insurance (IUL) Worth It?

    Is indexed universal life insurance (IUL) worth it? For the vast majority of people it is sold to, no. And the reason has less to do with the math than with how good certainty feels. A high-profile lawsuit shows exactly how it happens. When something sounds too good to be true, what exactly happens in our brains? That’s the question I’ve been thinking about after reading about NASCAR driver Kyle Busch’s lawsuit against Pacific Life over indexed universal life insurance policies.

    Swim Coach or LifeGuard? Navigating Financial Rip Currents

    A rip current doesn’t care that you know how to swim. The job is to build the resilience before the...

    THE POWER HITTER

    It is one thing to deliver an investment process. It is another to own it. First pitch of the game....

    BUILDING A NEW LEGACY: PETER KALIANIOTIS ON DEBT, INFLATION AND BECOMING A FINANCIAL ADVISOR

    what happens when the life you know disappears?

    The Ground Beneath Her Feet: Ashley Cotler on Starting Over, Survival, and Financial Literacy

    When the Worst Happens, What Holds You Together? There were two moments, Ashley Cotler says, when...

    What 13 Years of Building a Financial Planning Firm Taught Us About What Clients Actually Need

    Let the game come to you

    When I was younger, my dad got me this book called The Science of Hitting by Ted Williams. My dad...

    The Trail

    Key Takeaways The "number" won't save you. The retirement milestone you're fixated on is almost...

    The Achiever's Odyssey: Angel Costanza on Cancer, Leadership, and Legacy

    A Chance Encounter Brings Unexpected Hope An Update, One Year Later from Angel Costanza - This...

    Get out of the now

    A couple of weekends ago we were standing on the competition floor in Huntington Beach at a massive...
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