In this episode, we ask:

• What does he know, that we don’t?
• What is his net worth?
• What does the SEC chair do?
• What is the cornerstone of his wealth?
• Is this a quiet vote of confidence in life insurance over volatile securities?
• What protections does life insurance offer that stocks don’t?
• What is a state insurance department?
• What are consumer protections?
• What reserves are the insurance companies required to hold?
• What about reinsurance companies?
• What is a state guarantee association?
• Why 54 policies? Is this overkill?
• Is he diversifying?
• What is a life settlement?
• What’s the importance of having multiple policies?
• What are the benefits?
• What gives you tax-free access to cash?
• Did you know you are forced to take money out of qualified government accounts by a certain age?
• Do required minimum distributions (RMDs) exist in life insurance?
• What do retirement researchers like Roger Ibbotson, David Blanchett, and Wade Pfau say about life insurance?
• What is the efficient market frontier?
• What about the volatility buffer?
• What about taking distributions from the life insurance cash value during crashing stock values?
• How can a policy be “overfunded”?
• How many policies will be enough to buffer volatility?
• How about an example?
• If one policy is good, are 54 policies better?
• What is a modern tool for building resilience?
• What is the purpose of each policy?
• What about policies with various carriers?
• What about different terms on paid up additions (PUAs)?
• What about guarantees?
• Do you want to meet one-on-one?
• What about policy loan rates?
• How do the rates vary by company?
• What is a 1035 exchange?
• Would you like to subscribe to this podcast?
• Who needs to hear this?
• Would you like to meet with Mark or one of Mark’s associates?