Specialists and Business Owners Need Tailored Financial Planning
Why Financial Planning for Specialists and Business Owners Must Be Tailored Do you ever wonder why the strategies you hear about don’t seem to apply to your income, your practice, or your tax situation? Most high income professionals and business owners are not short on ambition, they are short on clarity. Standard one size fits […]
The Rise of the IUL Refund Pitch: What Clients Need to Know
From TikTok to Training Rooms: Why The IUL Refund Pitch is Misleading and Unprofessional A new narrative is sweeping through the insurance industry: the so‑called “IUL Refund Pitch.” Agents across TikTok, Instagram, and other platforms are posting viral videos about Indexed Universal Life insurance. Many of those videos label IULs as scams and urge clients […]
Busch vs Pacific Life Lawsuit Moves to Federal Court
Why the Busch vs Pacific Life Case Matters for Retirement Planning and Investor Protection The Busch vs Pacific Life lawsuit has escalated into the federal court system, marking a pivotal moment for Indexed Universal Life (IUL) policies and the broader financial services industry. What began as a state‑level dispute is now a nationally visible case […]