How many times have you heard that there are only two things certain in life – death and taxes?  We all seem to leave this life in the same way, and while we are alive we do everything we can to avoid taxes.  Fortunately, there is a financial vehicle thatContinue Reading

With the April 15th deadline for filing your personal income taxes looming, I figured it a good time to review the tax benefits of permanent life insurance.  While I am not an advocate of investing solely for tax reasons it’s important to understand how your investing strategy is impacted byContinue Reading

One of the primary features of a mutual life insurance company is that they operate for the benefit of their participating policy owners – not stockholders. As a result, mutual companies are making decisions today with the long-term interest of policy owners in mind. The mutual structure is the foundationContinue Reading

There are costs associated with running mutual funds. These costs are passed along to investors as fees that help pay for various investor transactions as well as regular operating expenses. The fees associated with mutual funds can be difficult to navigate and have long-reaching effects for the stockholder. As such,Continue Reading

Along with all the exciting possibilities of the New Year, the start of 2014 offers us the opportunity to reflect upon the past and set goals for the future. While we often concentrate on the major, big picture factors, which might have impacted our success or not-so-successful results of theContinue Reading

Justin Atkinson joins Patrick Donohoe for November’s Podcast.  Justin has been in the financial services industry for 12 years.  He has built his business around safety and security – especially those found in the Infinite Banking Concept.  Justin has been with Paradigm Life for just 6 months and brings tremendousContinue Reading

Todd Langford, the creator of the Truth Concepts calculator software, has been an advocate of providing financial education to clients of the financial services industry for many years. His extensive knowledge of math, numbers and calculations pertaining to financial products has allowed him to be a mentor to some ofContinue Reading

Barry J. Dyke, author of Pirates of Manhattan, joins Patrick Donohoe to discuss his new book, The Pirates of Manhattan II: Highway to Serfdom.  In The Pirates of Manhattan II: Highway to Serfdom, Barry James Dyke warns us that America is an empire in decline. We have an asset management industrial complex which controlsContinue Reading