The And Asset Show

The And Asset

The And Asset Show is a business podcast hosted by Caleb Guilliams, with 88 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Caleb Guilliams hosts The And Asset Show, a business show with 88 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #87

  We Compared Whole Life Insurance Company Loans (Rates, Dividends, Direct vs Non-Direct)

  Aug 26, 202634 minS1

  Comparing how whole life insurance policy loans work and perform between Penn Mutual, Lafayette Life, Guardian, and MassMutual. We cover interest rates, direct vs. non-direct recognition, how borrowing can impact your policy, and two real-world examples of policy loans being used effectively and poorly. Most importantly, we discuss what you need to understand before borrowing against your life insurance policy.

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  Episode #89

  The ENTIRE Dark History of Life Insurance (300BC - Present Day)

  Aug 22, 20261h 1mS1

  This is the entire untold (dark) history of life insurance from the roman empire (300BC) to present day. Life Insurance expert and history buff, Austin Williams walks through the major events that shaped the modern life insurance industry and policy. From religion, politics, and tragedy, to fraud, gambling, and organized crime, life insurance has a fascinating history of development that little to no one truly knows, until now.

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  Episode #86

  How We Cut a $165,000 Tax Bill to Just $6,000 | The Cash Balance Plan Strategy

  Aug 6, 202642 minS1

  What if you could significantly reduce your tax bill while building long-term wealth with life insurance? In this video, Caleb Guilliams and Alden Armstrong break down how cash balance plans work through three real client case studies. You'll learn who these strategies are designed for, how high-income business owners can use them to reduce taxes, where whole life insurance fits into the plan, and the key considerations before deciding if a cash balance plan is right for you.

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  Episode #85

  We Compared the Best Living Benefits at Whole Life Insurance Companies

  Aug 3, 202630 minS1

  Which whole life insurance company offers the best living benefits? Want Whole Life Insurance? Schedule Your Clarity Call Here: https://bttr.ly/aa-yt-clarity In this episode, Caleb Guilliams and Justin Gartman compare the Terminal, chronic illness , and long-term care riders offered by top whole life insurance companies, including Penn Mutual, Guardian, MassMutual, Lafayette Life, and OneAmerica. Learn how accelerated death benefits work, the key differences between carriers, and how these riders should be viewed in your planning process. If you're researching whole life insurance, living benefits, or comparing life insurance companies, this video will help you understand what to look for before choosing a policy.

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  Episode #84

  When Do Policy Loans With Whole Life Insurance Make Sense? ($100K Case Study)

  Jul 21, 202614 minS1

  Does it make sense to borrow against your whole life insurance policy at 5% when your policy is only growing at 4%-4.5%? Want Whole Life Insurance? Schedule Your Clarity Call Here: https://bttr.ly/aa-yt-clarity The answer is it depends on what you are using the policy loan for. In this video, Dom Rufran breaks down how to know when you should and shouldn't borrow against your permanent life insurance policy. He shows an actual $100K front loaded whole life insurance policy and guides you through the numbers.

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