
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.
| Publishes | Weekly | Episodes | 102 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

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
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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.
"It depends."
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.
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
Their go to phrase... ”it depends” 😁
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #248 |
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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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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
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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Recent guests on Insurance Pro Blog Podcast include:
1. Steve Selengut
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