Universal Insurance

Universal insurance is, in our opinion, reserved for those in the highest tax bracket and will remain in the highest tax bracket after they retire. It is a complicated product to understand and not for entry-level investors.

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Share Your Tale

Are you ready to share your Financial Tale?

One of the benefits our financial tales community enjoys is the ability to submit their own tale. We will keep your name private of course and if you send us a detailed overview of your financial situation we will respond to you directly in private and if your tale might be interesting to others we will share it with our fans and community.