Insurance Pro Blog Podcast | Life Insurance and Annuity Insights
Brandon Roberts & Brantley Whitley | Life Insurance ExpertsEach week, we break down how cash value life insurance and fixed annuities actually work — with real numbers, real policy data, and honest analysis. Whether you're exploring whole life insurance, considering a MYGA or fixed indexed annuity, or building a retirement income plan, we explain what matters and what doesn't. No hype, no sales pitch — just clear thinking about products most people find c... more
| Publishes | Weekly | Episodes | 102 | Founded | 11 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Heading into 2026, the federal estate tax exemption was scheduled to sunset and roughly cut in half. A lot of life insurance marketing was built around that deadline: set up an irrevocable life insurance trust (ILIT) and lock in coverage before the e... more
Most people think of life insurance as something that protects a plan they've already built. We'd argue it does something stranger and a lot more useful — it creates wealth on its own terms, and it starts doing the job on day one.
In this episode, ... more
Northwestern Mutual just announced a record $9.2 billion dividend payout for 2026 — about a billion more than last year, and the largest three-year increase in the company's history. MassMutual is paying a record $2.9 billion, Guardian $1.7 billion, ... more
Universal life insurance is the product everybody loves to dunk on. The vanishing-premium horror stories, the lawsuits, the agent who swore the premium would disappear and then mailed you a letter twenty years later saying it wouldn't. If your only e... more
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- 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 Podcasts5jayhay0
United States2 years ago - Wealth of info
"It depends."
Apple Podcasts5jayhay0United 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 Podcasts2djd_1968United 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 Podcasts5AndyB555United States7 years ago - My go to insurance experts
Their go to phrase... ”it depends” 😁
Apple Podcasts5Rob in NewtownUnited States7 years ago
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Apple Podcasts | #168 |  Hong Kong/Business/Investing |
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Frequently Asked Questions About Insurance Pro Blog Podcast
What is Insurance Pro Blog Podcast about and what kind of topics does it cover?
This show breaks down cash value life insurance and fixed annuities with real-world numbers and policy data, emphasizing clear thinking over hype. Episodes frequently tackle dividend modeling, product design, and retirement planning strategies—from infinite banking to using life insurance as a portfolio hedge or liquidity engine. The hosts foster a practical, evidence-driven approach, often challenging conventional marketing claims and highlighting realistic expectations, fees, and long-term design considerations.
Listeners are probably professionals in financial services seeking deeper understanding of cash value products, retirement planning, and risk management. The program's strength seems to be its data-backed, no-nonsense style and w... more
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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. Retire With Style
2. The Great Retirement Debate with Ed Slott & Jeffrey Levine
3. Money Guy Show
4. BiggerPockets Real Estate Podcast
5. Tax Smart Real Estate Investors Podcast
How many episodes of Insurance Pro Blog Podcast are there?
Insurance Pro Blog Podcast launched 11 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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