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The Long Game
Thomas Kopelman
223 episodes
5 days ago
The Long Game podcast is all about educating 30-50 year old business owners and those with equity compensation on how to build wealth. You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.
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Business
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All content for The Long Game is the property of Thomas Kopelman and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Long Game podcast is all about educating 30-50 year old business owners and those with equity compensation on how to build wealth. You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.
Show more...
Business
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IULs: How They're Incorrectly Sold & Used (with Robert Rikard)
The Long Game
34 minutes 19 seconds
3 months ago
IULs: How They're Incorrectly Sold & Used (with Robert Rikard)

In this episode, I'm joined by Robert Rikard, a lawyer and partner at the Investor Loss Center, to discuss the controversial world of Index Universal Life (IUL) insurance. With the rise of social media influencers promoting IULs, many people are confused and misinformed about these products.

He explains how many agents misrepresent these products, often targeting middle America with unrealistic promises of tax-free retirement income. Some highlights from the episode:

  • The rise of IULs and the misinformation surrounding them
  • The commission structure that incentivizes agents to sell IULs
  • Real-life case studies of clients who have suffered significant losses
  • Alternatives to IULs that may be more suitable for average investors


Website: https://www.investorlosscenter.com

LinkedIn

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✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

The Long Game
The Long Game podcast is all about educating 30-50 year old business owners and those with equity compensation on how to build wealth. You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.