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Purpose with Mark Bertrang

May 10, 2021

Permanent Life Insurance Policies come with an assortment of levers, which are controlled by the insurance companies.  New and improved policies or “levers” sold to the public may actually give insurance companies even more control over you.  These levers may control future internal costs, charges and fees...


May 3, 2021

What is the rate of return of a whole life insurance policy?  There are actually three different rates of return to consider – Internal, External and Eternal rate of return.  People often fixate upon the internal rate of return and do so incorrectly.  To properly make a side-by-side comparison, you need to strip away...