Category:  life insurance

February 6, 2010

Policies as savings, investment, or pension income products: the less gloomy aspects of insurance

… look at the wealth creation and accumulation side of finance. Even within this realm though, some insurance products offer significant benefits over comparable bank or mutual fund products, especially for the elderly, the risk-averse, or the affluent.

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June 26, 2009

Whole life insurance as investment – a disappearing excellent investment opportunity for retirement planning

Filed under: business owner, life insurance,retirement - 26 Jun 2009

Summary:
A unique, high cash value providing, permanent life insurance policy will be withdrawn in a few weeks. For some people, especially financially stable young ones (provided it’s not an oxymoron in itself!), women, and business owners, it can be …

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June 1, 2008

People do not plan to fail; they just fail to plan

This is perhaps the most important of these pages and posts. It describes my approach to planning, and argues against the no-sayers who deny the feasibility of useful planning activity.

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