Demystifying Life Insurance
Subscribe
Sign in
Home
Notes
Insights from a Founder
Archive
About
Latest
Top
Understanding Long Term Care Insurance
Why Attaching a Long Term Care to your Permanent Life Insurance Makes Sense
Dec 4
•
Optifino
Share this post
Demystifying Life Insurance
Understanding Long Term Care Insurance
Copy link
Facebook
Email
Notes
More
November 2024
Whole Life Insurance: A Steady Ship in Stormy Market Waters
A brief analysis of how whole life permanent life insurance can insulate against market volatility
Nov 12
•
Optifino
1
Share this post
Demystifying Life Insurance
Whole Life Insurance: A Steady Ship in Stormy Market Waters
Copy link
Facebook
Email
Notes
More
October 2024
Should I Convert My Convertible Term Policy?
A Case Study On Why Sometimes Letting Convertible Term Lapse is the Best, Most Optimal Strategy
Oct 23
•
Optifino
Share this post
Demystifying Life Insurance
Should I Convert My Convertible Term Policy?
Copy link
Facebook
Email
Notes
More
September 2024
Unlocking the Power of Cash Value in Life Insurance: 5 Strategic Uses
From retirement planning to real estate investing—use your life insurance to build wealth and secure your future.
Sep 23
•
Optifino
1
Share this post
Demystifying Life Insurance
Unlocking the Power of Cash Value in Life Insurance: 5 Strategic Uses
Copy link
Facebook
Email
Notes
More
Five Essential Questions to Ask A Life Insurance Agent
A how-to guide for uncovering if a life insurance agent is working for you or simply trying to convert a sale
Sep 4
•
Optifino
Share this post
Demystifying Life Insurance
Five Essential Questions to Ask A Life Insurance Agent
Copy link
Facebook
Email
Notes
More
May 2024
Understanding the Regulatory Landscape In Life Insurance
A Closer Look at the Impact on the Life Insurance Industry and how technology is the solution to navigating compliance
May 28
•
Optifino
Share this post
Demystifying Life Insurance
Understanding the Regulatory Landscape In Life Insurance
Copy link
Facebook
Email
Notes
More
Beyond the Paycheck: How Financial Security Drives Employee Retention
Explore how Optifino's innovative platform provides financial security and flexibility that today's employees demand
May 2
•
Optifino
Share this post
Demystifying Life Insurance
Beyond the Paycheck: How Financial Security Drives Employee Retention
Copy link
Facebook
Email
Notes
More
April 2024
Safeguarding Your Retirement Against Economic Volatility
Discover the Dual Benefits of Life Insurance in Retirement Planning and Wealth Management
Apr 25
•
Optifino
Share this post
Demystifying Life Insurance
Safeguarding Your Retirement Against Economic Volatility
Copy link
Facebook
Email
Notes
More
The “G” in GVUL
How Guaranteed Variable Universal Life Insurance Can Safeguard Your Future and Grow Your Wealth
Apr 19
•
Optifino
Share this post
Demystifying Life Insurance
The “G” in GVUL
Copy link
Facebook
Email
Notes
More
Transforming Financial Advisory Services: The Essential Role of Life Insurance in Today's Regulatory Environment
From Regulatory Challenges to Strategic Opportunities: Transforming Client Portfolios with Life Insurance
Apr 5
•
Optifino
Share this post
Demystifying Life Insurance
Transforming Financial Advisory Services: The Essential Role of Life Insurance in Today's Regulatory Environment
Copy link
Facebook
Email
Notes
More
March 2024
The Power of VUL: Embracing Risk with Tax Advantages
Think of it as a tax wrapper around an ETF. The power of compounding money tax advantaged over time.
Mar 26
•
Optifino
Share this post
Demystifying Life Insurance
The Power of VUL: Embracing Risk with Tax Advantages
Copy link
Facebook
Email
Notes
More
February 2024
Beyond the Tech: Crafting Trust in the Digital Age of Finance
Discover how a culture of hospitality and personalized engagement drives profitability and customer loyalty in fintech
Feb 27
•
Optifino
Share this post
Demystifying Life Insurance
Beyond the Tech: Crafting Trust in the Digital Age of Finance
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts