Episode 469: The G in TGIF – Guarantees – The Ironclad Foundation Bank On Yourself® Delivers When Everything Else Wobbles

In this episode, we ask:

• Have you noticed something?
• Do you know what won’t disappear?
• Will the rules quietly change mid-game?
• What about the guarantees?
• Where are the guarantees in the financial universe?
• What about the stock market?
• What about guaranteed fees?
• Who gets the guarantee?
• What about the government’s guaranteed cut?
• What about conservative allocations?
• What about property taxes and insurance costs?
• Is real estate property guaranteed?
• What about temporary or partial guarantees?
• What happens with CDs?
• What about maintaining real purchasing power?
• Is hope a plan?
• What about savings accounts?
• What about money market funds?
• How fast do interest rates change?
• Did you factor in inflation and taxes?
• What about bonds?
• When do bond prices fall?
• What happened in 2022?
• Do I need to risk more?
• What about individual stocks?
• What about cryptocurrency?
• What about regulatory trouble?
• What about spectacular runs?
• What about spectacular crashes?
• Who gets the guarantees in these transactions?
• What about insurance and annuity products?
• What about indexed universal life policies?
• What about caps and participation rates?
• What happens later in your retirement years?
• Is that data helpful?
• What about the average return?
• What is guaranteed to you?
• What happens when needs arise?
• Do you want to be forced to keep earning?
• What happens to cash value?
• Are dividends guaranteed?
• Have you seen the rings on the tree?
• How does guaranteed growth work in a Bank on Yourself® type whole life insurance policy?
• What about the guarantee that the premiums will never rise as you age?
• How are these guarantees delivered?
• How have these companies held up over 160 years of history?
• Have you felt that quiet frustration while others rack up their own guarantees?
• What is your posture?
• What will the market do next?
• What about the kids?
• How long are you going to live?
• What is theoretical?
• What is the conventional playbook?
• Where are the actual guarantees?
• What is a contractual guarantee?
• What are some tools and products that can structure guarantees for you?
• What are the mechanics of how these guarantees work?
• Do you have a contract?
• What are the takeaways?
• Who needs to hear this?
• Would you like to meet with Mark or one of Mark’s associates?