Many of our clients today are looking for ways to use indexed universal life (IUL) as a way to build a tax-free income stream during retirement, save for college, or have cash in hand during an emergency. If you are looking to use IUL to help reduce income taxes during retirement, you must design your…Read More
Have you ever seen a TV commercial when they talk about life $500,000 life insurance policies costing only about $18 a month? Then, you think to yourself that you only need about $50,000 in life insurance only to find out the rates are higher than the $500,000 “as seen on TV” rates? What’s up with…Read More
Life insurance is one of the best products that you’ll ever purchase for your family, but it may not be one of the best investments that you’ll ever make. It can be confusing because of all the different options available. The life insurance market is constantly changing, and there have been several new kinds of…Read More
Wow! How time flies! Seems like just yesterday that the real world would open its doors and say here I am, come and get it. Well, age 35 in my opinion is still young. For those that have been slow to find their perfect fit in this land of opportunity, time is still on your side, especially when…Read More
Life insurance is one of the best investments that you’ll ever make for your loved ones. It’s one of the only ways that you can ensure that your family has the money that they need, even if something tragic were to happen to you. While life insurance makes an excellent safety net, there are a…Read More
Life insurance is one of the most important purchases that you’ll ever make for your loved ones. It’s one of the only ways that you can ensure that your family will have the money that they need, even if something tragic were to happen to you. There are a lot of people that want to…Read More
Tony and Gwen purchased indexed universal life insurance also known as IUL insurance at age 43, here is why… Tony was 43 years old when his oldest brother passed away. That day, Tony knew he and his wife Gwen needed some life insurance. The death was sudden; it was nothing any one in his family…Read More
When you’re looking to buy life insurance, it can be a confusing and frustrating process. There are several different types of plans that you’ll need to choose from. At Ogletree Financial, we want to provide you with all of the info you need to make wise insurance decisions. When purchasing indexed ul for supplemental retirement…Read More
Life happens. Fast. One day you are making decisions on a career after high school and the next you are discussing a budget for the quickly approaching retirement years. Between a mortgage, a couple vehicles, and raising children, life insurance can easily be pushed to the side in order to spend money elsewhere. Before you…Read More