Insurance Pro Blog Podcast | Life Insurance and Annuity Insights
Episodes
Whole Life Insurance vs. TIPS: An Inflation-Resilient Asset You Didn't Consider
Hosts Brandon Roberts and Brandley Whitley compare Treasury Inflation-Protected Securities (TIPS) to whole life insurance as inflation hedges.
8 Things Insurance Agents Rarely Explain About Whole Life Insurance
Hosts Brandon Roberts and Brantley Whitley discuss eight overlooked aspects of whole life insurance, including income projection assumptions, paid-up…
Bonds vs Whole Life: Rebuilding the 60/40 Retirement Plan
Hosts Brandon Roberts and Brantley Whitley challenge the traditional 60/40 portfolio, arguing that bonds will underperform due to the end of a historic bull market.
Cash Value Life Insurance-Who Owns It and Who Should
Brandon Roberts and Brantley Whitley analyze data to determine who actually owns cash value life insurance, revealing it is primarily the top 10% wealthiest Americans and business owners.
Indexed Universal Life Insurance Problems: Five Worries and the Evidence Behind Them
Hosts Brandon Roberts and Brantley Woodley debunk common criticisms of Index Universal Life insurance, addressing concerns about complexity, cap rates, and illustration assumptions.
Private Placement Life Insurance-Why IUL Beats the PPLI Pitch
Estate Tax Exemption 2026-Who Actually Needs Life Insurance Now
Hosts Brandon Roberts and Brantley Whitley discuss the impact of the "One Big Beautiful Bill" on federal estate tax planning and Irrevocable Life Insurance Trusts (ILITs).
Using Life Insurance to Build Wealth-The Death Benefit Advantage
Hosts Brandon Roberts and Brantley Whitley explore how life insurance creates instant estates and builds wealth.