Wall Street Journal Articles
- Why the 4% Retirement Rule Is Just a Starting Point – WSJ
- Whole-Life Insurance, Long Derided, Gets New Lease – WSJ
- The Whole Truth About Whole-Life Insurance – WSJ
- Forget The 4% Rule: Rethinking Common Retirement Beliefs – WSJ
- Investors Rush Into Havens as Growth Fear Persists – WSJ
- Schwab Cuts Fees on Online Stock Trades to Zero, Rattling Rivals – WSJ
- A ‘Zombie’ Chinese Deal for an American Insurer Staggers Toward the Unknown – WSJ
Articles From Various Sources
- Are Indexed Insurance Products the Next Big Thing?
- IUL The Good, The Bad and the Ugly
- Juicing or Inovative IUL Illustrations in the Crossfire
- Why the Wealthy Should Buy Lots of Insurance
- Life Insurance as an Asset Class – Why it Makes Sense
- Americans Haven’t Saved Enough for Retirement. What Are We Going to Do About It?
- How to Use Life Insurance to Pay for Retirement
- IRA Blesses 2017 Mortality Tables
- He Retired the Week the Dow Slid 12%. Consider It a Wake-Up Call to Check Your Portfolio. – Barron’s
- 3 Ways Life Insurance Can Help Your Estate Plan
- The Crisis in Retirement Planning – Harvard Business Review