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Category: Level Two

August 30, 2023 Category: Level Two

PODCAST: Asset Protection 101

Discover the art of safeguarding your wealth in our latest podcast episode! Learn how to fine-tune your auto, home, and personal liability insurance to fortify your financial fortress against life’s uncertainties.

May 17, 2019 Category: Level Two

10 Benefits of Permanent Life Insurance

Permanent life insurance is one of the only financial instruments that creates multiple user benefits with a single monetary action.

October 10, 2017 Category: Level Two

READER QUESTION: What is a 770 Account and How Does It Work?

A reader asks: “What is a 770 Account and How Does It Work?” Here’s our answer…

June 27, 2015 Category: Level Two

Supreme Court Upholds Health Insurance Subsidies: Here’s What You Should Know

America’s high court just struck down the latest challenge to Obamacare. Here’s what you should know.

June 11, 2015 Category: Level Two

Term vs Cash Value Life Insurance: Which Should I Buy?

Learn the difference between these two types of life insurance policies and discover which one may be right for you.

October 7, 2013 Category: Level Two

Seven Ways to Save Money Under Obamacare

Whether you are a small business owner, an individual with no health insurance, or a family that already has health insurance, you might want to consider these ideas to help save money on health care and reduce your tax bill under Obamacare.

August 25, 2012 Category: Level Two

6 Reasons To Review Your Life Insurance Policy

If it’s been more than five years since your last life insurance checkup, you may be missing opportunities to take advantage of newer life insurance policies that are more cost-effective and competitive.

April 14, 2012 Category: Level Two

Why a Single Person Needs Life Insurance

Single people with no children often don’t need life insurance because no one is relying on their income. But there are some reasons why you might need life insurance if you’re single.

February 18, 2012 Category: Level Two

Do I Need Life Insurance in Retirement?

Should you go out and buy life insurance as you near retirement? The answers depend largely on your particular circumstances.

February 4, 2012 Category: Level Two

Is Estate Planning Only for the Rich?

Estate planning allows you or anyone to implement certain tools now to ensure that your concerns and goals are fulfilled after you die.

October 6, 2011 Category: Level Two

25 Financial Documents That Will Protect You and Your Family

With the recent passing of Apple’s Steve Jobs at the young age of 56, we are all reminded that life is fragile and can end much earlier than perhaps we planned. One of the most selfless things that we can do is to confront our mortality now, while we are healthy, and make the hard decisions about how you want our estate handled when we pass.

June 17, 2011 Category: Level Two

Friday Reader Q&A: Can I Get Back the Premiums I Pay for Life Insurance?

It’s Friday. And that means that its time for FTMDaily’s Reader Q&A. Each Friday, we reserve our daily column for our readers and their questions. Whether you have a question about your money, our Five Levels of Financial Freedom, the global economy, commodities, or retirement savings, we invite your questions.

April 15, 2011 Category: Level Two

Cash Value Life Insurance: A Unique College Savings Tool

Cash value life insurance can be a helpful tool in preparing for what can potentially be one of the largest expenses of your lifetime: college tuition.

March 26, 2011 Category: Level Two

How to Borrow Money From Your Cash-Value Life Insurance Policy

One of the main benefits of borrowing from your cash value life insurance policy is that the loan proceeds are generally not subject to income tax. But there are some caveats…

March 12, 2011 Category: Level Two

Understanding Cash-Value Life Insurance: Know Your Terms (Part 2)

Over the last few episodes of financial strategies I have been talking about why cash value life insurance should be considered when developing a persons overall retirement planning strategy. So today, I want to continue by talking about different ways of taking the money out of your cash value life insurance policy and the rules to e

March 5, 2011 Category: Level Two

The Basics of Cash Value Life Insurance

What exactly is cash value life insurance? What are the benefits of using cash value life insurance as a savings vehicle?

January 29, 2011 Category: Level Two

The Importance of Disability Income Insurance

Did you know that most people believe that they are adequately insured against disability because they think they have coverage through their employer or through the government. That’s probably why 80 percent of Americans don’t own private disability income insurance.

October 3, 2010 Category: Level Two

The Importance of Life Insurance

Don’t leave your heirs with legal and tax problems that could have been avoided.