Social Security, Medicare, Life Insurance, and Retirement Planning: Q&A #2215

April 9, 2022

Social Security, Medicare, Life Insurance, and Retirement Planning: Q&A #2215

Jim and Chris sit down to answer listeners questions relating to Social Security, Medicare, life insurance, and retirement planning. (6:45) A listener from Connecticut asks if his mother can reclaim monies she previously contributed to Social Security if she’s not going to receive a benefit. (12:45) A listener in New York has a question about the timing of receiving Social Security...

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Social Security, Gift Tax, and Life Insurance Proceeds: Q&A #2132

August 7, 2021

Social Security, Gift Tax, and Life Insurance Proceeds: Q&A #2132

Jim and Chris sit down to discuss listeners questions relating to Social Security, gift tax, and investing life insurance proceeds for children. (3:45) Chris addresses a thought from a listener wondering about a response to one of last weeks Social Security questions. (12:15) A Maryland listener looks for clarification on a Social Security question that was answered on a previous show. (21:15)...

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Indexed Universal Life Policies: What if You Already Have One? EDU #2016

April 22, 2020

Indexed Universal Life Policies: What if You Already Have One? EDU #2016

Jim and Chris discuss a follow-up to a previous EDU episode in which they talked about indexed universal life policies as a retirement strategy.  After discussing the pros, cons, and potential gotchas of IULs in that former episode, a question was posed: what if I already have one?...

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Indexed Universal Life Insurance as a Retirement Strategy: EDU #2013

April 1, 2020

Indexed Universal Life Insurance as a Retirement Strategy: EDU #2013

Jim and Chris (mostly Jim!) share their opinion about using indexed universal life insurance (IUL) as a retirement strategy.  Learn why the guys are not big fans of this often-sold strategy to fund retirement. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E13.mp3 Podcast: Play in new window | Download (Duration: 1:15:11 —...

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Live Caller: Indexed Universal Life Insurance to Fund Retirement, and Some Tax Questions: Q&A #2013

March 30, 2020

Live Caller: Indexed Universal Life Insurance to Fund Retirement, and Some Tax Questions: Q&A #2013

Jim and Chris answer a live caller’s question about using indexed universal life insurance (IUL) as a way to fund retirement.  They also answer some tax questions from listener’s emails. (2:05) Live caller “George” would like to discuss with Jim and Chris the pros and cons of using indexed universal life insurance to fund retirement. (37:11) A listener wonders if...

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Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.