and thinking about something for the week between Christmas and New Years
My current life agent invited me to a recent session covering estate planning and tax/legal considerations around it. Very interesting, had a very nice spread of food, and Ima count it as 1 hour of structured credit!!!
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Insured retirement or bust!
FYI, use whole life not ul if you’re gonna do that. Whole life they’ll advance 95% of the csv. Ul, they’ll only advance 75% of the av.
Even if the ul has quick pay with csv inside the policy. Doesn’t make any sense, but hey, banks.
Here’s my pre-recorded portion from the Actuarial Tech Summit. Skip the first two minutes, as it’s just delaying the start.
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Slides are here:
and if DropBox and all that jazz gives you trouble, I also put it on my substack: