Kelly Halverson's guest appearances

Kelly Halverson

Breakaway Wealth Podcast

Karen Briscoe

Paul Moore

Vinney Chopra

Greg Dickerson

David Osborn

Chris Hodges

Nick Raithel

Hunter Thompson

Tom Schwab

Chris Prefontaine

Mark Podolsky

Mike Michalowicz

Steve Olsher

Bob Burg

Anna Myers

OwlTail

In this episode, you’ll discover how some companies use their reserves or a broker-dealer to increase dividends, and why Ameritas does not do this. Kelly Halverson shares why the 4% guaranteed rate on whole life policies isn’t a true guaranteed internal rate of return and what the peak figures are for most contracts. If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=cx-ax7_3V-A -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they’ are telling us to do with our money isn’t right. In this course you'll learn: - What’s happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible.   Connect with Jim Oliver: Facebook: CreateTailwind &amp; Jim Oliver Website: https://createtailwind.com/ YouTube: CreateTailwind LinkedIn: Jim Oliver Join the Community: https://community.createtailwind.com/

In this episode, you’ll discover how some companies use their reserves or a broker-dealer to increase dividends, and why Ameritas does not do this. Kelly Halverson shares why the 4% guaranteed rate on whole life policies isn’t a true guaranteed internal rate of return and what the peak figures are for most contracts. If want to learn more then the best thing to do is to listen to the full episode here: <a href="https://www.youtube.com/watch?v=cx-ax7_3V-A" rel="noopener nofollow" target="_blank">https://www.youtube.com/watch?v=cx-ax7_3V-A</a> -     Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course, Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there. With taxes continuing to go up, they become more of an attack on our wealth. What ‘they’ are telling us to do with our money isn’t right. In this course you'll learn: - What’s happening with inflation and taxes - Where to store your money - Why we have to take advantage of every opportunity with the current internal revenue code. - What actions to take to break away from the herd Reverse the lie, learn what the wealthy already know, and learn to be TaxInvisible. Connect with Jim Oliver: Facebook: <a href="https://web.facebook.com/createtailwind" rel="noopener nofollow" target="_blank">CreateTailwind</a> &amp; <a href="https://www.facebook.com/jim.oliver.961" rel="nofollow" target="_blank">Jim Oliver</a> Website: <a href="https://createtailwind.com/" rel="noopener nofollow" target="_blank">https://createtailwind.com/</a> YouTube: <a href="https://www.youtube.com/channel/UCapodHWwvTZzkSsULCylieQ" rel="noopener nofollow" target="_blank">CreateTailwind</a> LinkedIn: <a href="https://www.linkedin.com/in/jim-oliver-2931147/" rel="noopener nofollow" target="_blank">Jim Oliver</a> Join the Community: <a href="https://community.createtailwind.com/" rel="noopener nofollow" target="_blank">https://community.createtailwind.com/</a>

What You Need to Look at in an Insurance Policy with Kelly Halverson

Join Jim Oliver as he welcomes Kelly Halverson, Vice President and Actuary – Individual Product Development of Ameritas Life Insurance Corp. Kelly Halverson leads the life and annuity product development teams at Ameritas; this role sets the strategic direction for the product portfolio. He also leads the competitive intelligence and benchmarking team. Since joining Ameritas in 2012, Kelly has been a frequent presenter at Ameritas sponsored events and has been active in monitoring regulatory changes impacting the life insurance market as well as defining the Ameritas response to those changes. In this Episode:  Kelly explains how insurance contracts work, how an actuary thinks, and how companies position themselves for the future to protect you and your assets.

Join Jim Oliver as he welcomes Kelly Halverson, Vice President and Actuary – Individual Product Development of Ameritas Life Insurance Corp. Kelly Halverson leads the life and annuity product development teams at Ameritas; this role sets the strategic direction for the product portfolio. He also leads the competitive intelligence and benchmarking team. Since joining Ameritas in 2012, Kelly has been a frequent presenter at Ameritas sponsored events and has been active in monitoring regulatory changes impacting the life insurance market as well as defining the Ameritas response to those changes. In this Episode:  Kelly explains how insurance contracts work, how an actuary thinks, and how companies position themselves for the future to protect you and your assets.

Kelly Halverson: Life Insurance - Behind the Scenes