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    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 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...

    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...

    The $50,000 College Mistake I Almost Made: Lessons From Sending My First Son to College

    It's been nearly a month since I dropped my son Luke off at college, a milestone that arrived...

    What Fantasy Football Teaches About Investing That Wall Street Won’t

    What does it mean to build the right team? My son Griffin could tell you. He’s obsessed with...

    A Financially Fit Life: Ben Beck on CrossFit, Investing, and Family

    Today we speak with Ben Beck, CFP®, Managing Partner & Chief Investment Officer at Beck Bode, a...

    What Does Legacy Mean to You?

    In our line of work, legacy is a frequently discussed topic. We talk with our clients about the...

    Why Market Timing Doesn't Work

    You may or may not know that at Beck Bode we invite anyone – whether they be a prospective client...