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Insurance Pro Blog Podcast

TheInsuranceProBlog.com
Whole Life Insurance
Retirement Planning
Life Insurance
Indexed Universal Life Insurance
Cash Value Life Insurance
Universal Life Insurance
Bitcoin
Variable Universal Life Insurance
Step Up Plan
New DOL Fiduciary Rule
Financial Advisors
Financial Planning
Interest Rates
Annuities
Wealth Accumulation
Cash Value Accumulation
Retirement Accounts
Cash Value
Risk Management
Tax Day

The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.

PublishesWeeklyEpisodes102Founded10 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Insurance Pro Blog Podcast

Latest Episodes

In this episode, we break down the significant changes Secure Act 2.0 brought to single premium immediate annuities (SPIAs). You'll learn how the new rules allow SPIA income to count toward satisfying your required minimum distributions. This change ... more

In this episode, we walk through a real 10-year-old indexed universal life insurance policy that didn't follow the original plan. You'll see actual results from a policy where the owner paid about 41% less in premiums than planned and made sporadic p... more

Ever wondered if insurance companies are pocketing the difference between what the market returns and what your indexed product credits? We break down exactly how indexed universal life and indexed annuities actually work behind the scenes.

You'll... more

You've probably noticed that life insurance rarely comes up in wealth management conversations. When it does, it's usually dismissed with vague rules about income levels or net worth thresholds that don't actually mean anything. We think that's a pro... more

Key Facts

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Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Steve Selengut
Financial advisor with extensive experience in income-focused investment strategies, author of 'Retirement Money Secrets'
The Income Coach
Episode: Interview with Steve Selengut-How to Use Closed End Funds to Create Another Stream of Retirement Income

Hosts

Brandon Roberts
Co-host of the Insurance Pro Blog Podcast
Brantley Whitley
Co-host of the Insurance Pro Blog Podcast

Reviews

4.4 out of 5 stars from 85 ratings
  • Wealth of info on whole life insurance

    Lots of great information on whole life insurance! Definitely more conceptual as well so you're less likely to get bogged down in numbers, but they do share math when relevant.

    Apple Podcasts
    5
    jayhay0
    United Statesa year ago
  • Wealth of info

    "It depends."

    Apple Podcasts
    5
    jayhay0
    United States5 years ago
  • Great podcast!!

    Glad these guys are back on the air!! Great analysis and have learned so much about cash value life insurance since listening to them - they provide objective analysis - so don’t waste your time with financial ‘entertainers’ if you want to know the truth about cash value life insurance.

    Apple Podcasts
    2
    djd_1968
    United States6 years ago
  • It’s the end of the world as we know it

    As a life insurance agent here in Long Beach, NY, I’m always trying to find easy third party sources to reinforce my concepts. Not only do these guys hit the mark on that, but I (and my clients) have learned a lot from these guys. Love(d) this podcast. Amazing insider information shared in an easy and fun way that common non-financial services professionals can get. Sorry to see you guys sailing off into the sunset, however kudos to sticking to it for as long as you did on a regular basis.

    - An... more

    Apple Podcasts
    5
    AndyB555
    United States6 years ago
  • My go to insurance experts

    Their go to phrase... ”it depends” 😁

    Apple Podcasts
    5
    Rob in Newtown
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some feedback mentions dissatisfaction with lengthy intros and pacing issues, but overall, many find the content very informative and valuable.
Listeners appreciate the deep dive into cash value life insurance, often highlighting how it challenges conventional wisdom in wealth management strategies.
The hosts are praised for their engaging delivery, making complex topics accessible and interesting to professionals.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#101
Hong Kong/Business/Investing
Apple Podcasts
#248
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

The Truth About Building a Million Dollar Retirement
Q: If I wanted to have a million dollars in the cash value of my life insurance policy by the time I retire, what do I got to do?
You would need to save approximately $17,852 every year for about 20 to 25 years, depending on your starting age and desired retirement age.
Should Everyone Own an Annuity?
Q: Who specifically do you think shouldn't buy an annuity?
Those who might not need an annuity include high-income earners with sufficient social security benefits or individuals who are uncomfortable with losing some control over their money.
Should Everyone Own an Annuity?
Q: Why would someone want to buy an annuity?
The primary reason to buy an annuity is for guaranteed income, which can help protect against outliving one's money, offering financial security in retirement.
Interview with Steve Selengut-How to Use Closed End Funds to Create Another Stream of Retirement Income
Q: What do you see about leverage concerning closed-end funds?
Leverage is broadly used in the investment world and shouldn't be viewed differently for closed-end funds; it's essentially borrowing money to invest, similar to businesses.
Interview with Steve Selengut-How to Use Closed End Funds to Create Another Stream of Retirement Income
Q: What is a closed-end fund?
A closed-end fund is the oldest form of investment fund developed in the early 1800s, traded on the stock exchange and requires distribution of 95% of earnings to shareholders.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Insurance Pro Blog Podcast

What is Insurance Pro Blog Podcast about and what kind of topics does it cover?

Content primarily focuses on the intricacies of cash value life insurance products, dissecting various types such as Indexed Universal Life (IUL) and Whole Life insurance. Discussions highlight how these financial instruments can play a crucial role in wealth management and retirement planning, emphasizing their unique benefits such as tax efficiency and guaranteed income. Unique insights are offered on contemporary trends and regulatory changes impacting the insurance landscape, making it a valuable resource for life insurance professionals seeking in-depth, analytical discussions about effective policy structuring and client education.

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How many listeners does Insurance Pro Blog Podcast get?

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Which podcasts are similar to Insurance Pro Blog Podcast?

These podcasts share a similar audience with Insurance Pro Blog Podcast:

1. Morning Wire
2. Ken McElroy Show
3. The Great Retirement Debate with Ed Slott & Jeffrey Levine
4. Retire With Style
5. Stay Wealthy Retirement Podcast

How many episodes of Insurance Pro Blog Podcast are there?

Insurance Pro Blog Podcast launched 10 years ago and published 102 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Insurance Pro Blog Podcast?

Recent guests on Insurance Pro Blog Podcast include:

1. Steve Selengut

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