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Triathlon Partners

Long Term Care: What You Need to Know

ira By ira
October 3, 2025

Long Term Care: What You Need to Know 70% of adults will eventually qualify for long term care services. Build a plan that protects your family, preserves choice, and aligns with your goals. Watch Ira Koyner, The Original IRA explain Long Term Care in this video: Start With Your Plan Before picking a product, answer

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Structure Permanent Life Insurance to Maximize Cash Value

ira By ira
August 14, 2025

How to Structure Permanent Life Insurance for Cash Value By Ira Koyner — The Original IRA, President of Triathlon Partners Introduction: How to Structure Permanent Life Insurance If you’re researching how to structure permanent life insurance, this guide explains how to maximize cash value and protect tax advantages using proven design choices. We’ll cover Indexed

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Indexed Universal Life for Long-Term Goals

ira By ira
July 29, 2025

Why Indexed Universal Life Insurance Deserves a Closer Look When most people think of life insurance, they imagine it purely as a death benefit. But what if we told you it could also be a tool for building long-term, tax-advantaged wealth? In this episode of Triathlon Partners TV, Ira Koyner—founder of Triathlon Partners—dives into how

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Term vs. Permanent Life Insurance | Pros & Cons Explained

ira By ira
June 10, 2025

This video will breakdown Term Life Insurance vs. Permanent Life Insurance. Which is best for you and The Pros & Cons, and provide the guidance to find the type of policy that best meets your objectives. Life insurance is one of those necessary things in life, because life happens! It’s better to have life insurance

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Roth IRAs vs. IUL : Tax Advantages and Market Protection | Triathlon Partners TV

ira By ira
January 8, 2025

Roth IRAs and an Alternative for Tax-Advantaged Growth Explore the benefits of Roth IRAs and discover Indexed Universal Life (IUL)—a strategy for tax-advantaged growth, market protection, and financial flexibility with Ira Koyner and Triathlon Partners TV. Why Consider Alternatives to Roth IRAs? Roth IRAs are celebrated for their tax-free growth and withdrawals, but not everyone

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Long Term Care Insurance Explained

ira By ira
December 8, 2024

Understanding Long-Term Care Insurance Protect Your Future with Smart Planning About This Video 🛡️ Planning for the future isn’t just about saving for retirement—it’s about ensuring you have the right coverage to protect your health, finances, and loved ones. This video explores the essentials of **long-term care insurance** and why it’s a critical part of

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Point-to-Point Investment Strategy: Growth with Protection

ira By ira
October 20, 2024

🎬 Welcome to TriathlonPartnersTV! In this episode, we explain the Point-to-Point Investment Strategy. This simple yet powerful strategy links your returns to the performance of the S&P 500 index. The Point-to-Point strategy offers lower risk than investing directly in the S&P 500 because it guarantees no loss, called the floor, even if the S&P 500

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TriathlonPartnersTV: Unlocking Tax-Efficient Investing: Maximize Your Returns!

ira By ira
September 26, 2024

🔍 Unlocking the Power of Tax-Efficient Investing 🔍 In this episode of TriathlonPartnersTV, we dive into a crucial yet often overlooked aspect of investing: taxes! Discover how tax rates can significantly impact your overall returns and learn how Triathlon Partners LLC is dedicated to tax-efficient investing to maximize your after-tax cash flow. We turn account

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TriathlonPartnersTV: Indexed Universal Life Insurance vs Deferred Taxable Investment

ira By ira
August 8, 2024

Life insurance provides a death benefit, tax deferred growth and tax exempt income. A properly structured indexed universal life policy is a better investment than the equivalent death benefit of term insurance and investment in the market. The latest episode of Triathlon TV, compares the value of a permanent life insurance policy versus term insurance

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