About Bill

December 10th, 2015 Leave a comment Go to comments

  1. norman quinn
    October 9th, 2018 at 12:36 | #1

    Approaching retirement within 2 -3 years, hearing a lot about fully funding a one pay whole life policy and pulling cash out tax free. Heard there was a policy that the face value floated based on cash that prevents a scenario of implosion. Any thoughts? Or point me to where this was addressed.

  2. June 15th, 2018 at 06:24 | #2

    This is the right blog for anybody who wants to find out about this topic.
    You understand a whole lot its almost tough to argue with you (not that I actually would want to…HaHa).
    You definitely put a new spin on a subject that’s been written about for decades.
    Excellent stuff, just great!

  3. William K. “Bud” Bridgers, FLMI, CLTC
    October 17th, 2012 at 08:51 | #3

    Bill: I’ve been in the insurance business (life, DI, LTCi, Annuities) since 1989 and I have always thought that there has got to be a “better way” for both agent and consumer. Your business philosophy is virtually identical to mine. I spent 6 years doing policy (TOLI) reviews for Northern Trust Bank and a few other smaller regional trust banks. I have references. I am currently being retained by Insurance Designers of America (principal office: Designs In Life Insurance Marketing, LLC) and am coming to the end of my helping to build that agency. Please contact me. Thanks, Bud Bridgers

  4. Dennis
    January 26th, 2012 at 13:25 | #4

    I am interested in converting my practice from commission based for insurance to fee based, how does one go about it?

  1. No trackbacks yet.