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    • Life Insurance Consulting
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    • Policy Valuations
    • Tax Analysis
    • Life Settlements
    • Industry Speaking & Education
  • Resources
    • Life Insurance Memes
    • Educational Videos
    • The Fiduciary’s Guide to Life Insurance Illustrations
    • Decision Tree for Life Insurance Implementation
    • Strategies
    • Pre-Purchase Perspective Program
    • Trust & Estates Publications
    • Beware… Series
    • Letters of Explanation
    • Typical Fee Based Consulting Scenarios
    • Questions & Answers
    • Success Stories
    • External Links
      • Articles – Wealthmanagement.com
      • Life Insurance Forensics
      • Professional Advisor Resource Site
      • Life Insurance Loan Refinancing
      • Litigation Support and Expert Witness Services
      • XpertLifeInsAdvice.com
      • LifeLoanRefi.com
      • TheNAPIC.com
  • Blog
  • Contact
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  • Home
  • About Us
  • Expertise
    • Life Insurance Consulting
    • Analysis & Management
    • Litigation Support
    • Expert Witness Services
    • Acquisition & Divestiture Support
    • Portfolio Optimization
    • Policy Valuations
    • Tax Analysis
    • Life Settlements
    • Industry Speaking & Education
  • Resources
    • Life Insurance Memes
    • Educational Videos
    • The Fiduciary’s Guide to Life Insurance Illustrations
    • Decision Tree for Life Insurance Implementation
    • Strategies
    • Pre-Purchase Perspective Program
    • Trust & Estates Publications
    • Beware… Series
    • Letters of Explanation
    • Typical Fee Based Consulting Scenarios
    • Questions & Answers
    • Success Stories
    • External Links
      • Articles – Wealthmanagement.com
      • Life Insurance Forensics
      • Professional Advisor Resource Site
      • Life Insurance Loan Refinancing
      • Litigation Support and Expert Witness Services
      • XpertLifeInsAdvice.com
      • LifeLoanRefi.com
      • TheNAPIC.com
  • Blog
  • Contact
  • Home
  • About Us
  • Expertise
    • Life Insurance Consulting
    • Analysis & Management
    • Litigation Support
    • Expert Witness Services
    • Acquisition & Divestiture Support
    • Portfolio Optimization
    • Policy Valuations
    • Tax Analysis
    • Life Settlements
    • Industry Speaking & Education
  • Resources
    • Life Insurance Memes
    • Educational Videos
    • The Fiduciary’s Guide to Life Insurance Illustrations
    • Decision Tree for Life Insurance Implementation
    • Strategies
    • Pre-Purchase Perspective Program
    • Trust & Estates Publications
    • Beware… Series
    • Letters of Explanation
    • Typical Fee Based Consulting Scenarios
    • Questions & Answers
    • Success Stories
    • External Links
      • Articles – Wealthmanagement.com
      • Life Insurance Forensics
      • Professional Advisor Resource Site
      • Life Insurance Loan Refinancing
      • Litigation Support and Expert Witness Services
      • XpertLifeInsAdvice.com
      • LifeLoanRefi.com
      • TheNAPIC.com
  • Blog
  • Contact

Blog: Most Popular Posts

Timing of Payments

Details of a Life Insurance Fraud Case

True Meaning of S&P 500

Salvaging Loss

Death Benefit as an Asset Class

Tale of Two Policy Owners


What does “Policy Maturity” and associated Terms Really Mean?

Contract Comprehension

Truth in Naming

Managing Life Insurance

Laws, Sausage and Life Insurance

Who is Right? The Ongoing Saga of Commissions vs. Fees

If only there was a big Neon Sign

The Problem with Spreadsheets and Commoditization

It’s Tax Time

Can you trust what you see?

Client First Mentality

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Recent Blog Posts:

The Seven Expensive Sins of Premium-Financed Life Insurance

Leimberg: Bill Boersma on Volatility-Controlled Indexes: Understanding Performance Expectations and Their Role in Indexed Universal Life

401(k) vs. IUL – The Hidden Cost of Giving Up Growth

IUL Crediting Rates, Explained So Simply a Child Could Understand It

IUL Crediting for Children

What’s It Going to Take?

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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. OC Consulting Group and its affiliates are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

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