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 one of the most powerful tools for building long-term, tax-advantaged wealth? In this episode of Triathlon Partners TV, Ira Koyner—founder of
Read More📈 July 2025 Structured Note Opportunities: Hedging After the Rally As of early July 2025, equity markets have continued their surge off the April lows, with the S&P 500 (SPY) up approximately 9.2% and the Nasdaq-100 (NDX) up 11.7%. Since the April bottom, SPY has gained 14.4% and NDX has rallied an impressive 18.9%. These
Read More📉 What Should You Invest in During a Market Drop? | Triathlon Partners Has the recent market downturn made you rethink your investment strategy? In this video, Ira Koyner — The Original IRA and founder of Triathlon Partners — breaks down smarter, more resilient ways to build a portfolio with protection against market selloffs. Rather
Read MoreThis 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
Read More🎯 Feeling limited by Roth IRA rules? You’re not alone. In this video, we break down the 2025 Roth IRA contribution limits, income phase-outs, early withdrawal penalties, conversion tax, and the key drawbacks that many investors overlook. But more importantly — we introduce a smarter alternative, Indexed Universal Life, IUL, that provides greater flexibility, point
Read More📉 Invest Smarter During Market Corrections Hosted by: Ira Koyner, The Original IRAPresented by: Triathlon Partners TV “How do you like the market correction we’re having?” If your portfolio is down 10–20%, you’re not alone—and you’re probably feeling frustrated. In this episode, Ira Koyner dives into what investors can do now to protect and grow their portfolios
Read MoreSmarter Than Dollar-Cost Averaging: Structured Notes Posted by: Triathlon Partners TVHost: Ira Koyner – The Original IRA Episode Summary Dollar-cost averaging is a common strategy during market downturns, but what if there’s a smarter alternative? In this episode of Triathlon Partners TV, Ira Koyner introduces structured notes—investment tools that offer downside protection and enhanced upside potential. Learn
Read MoreProtecting Your Portfolio How to Reduce Risk and Grow Wealth with Smarter Investments Are You Concerned About Market Volatility? Many investors worry about **market downturns** but still want **strong returns**. Discover **innovative investment strategies** that offer downside protection and **tax-deferred growth**. What You’ll Learn Better Investment Strategies Smart Solutions to Reduce Risk Why This Matters
Read MoreWhere Did All Your Money Go? Understanding Taxes, Investments, and Better Financial Strategies The Tax Burden Many high-income earners find that 40-45% of their income is lost to federal, state, and additional taxes. For example, if you earn over $200,000, your federal tax rate could be 32%+, plus an extra 3.8% NIIT tax and state
Read MoreIncome-Generating Structured Notes: A Smarter Investment Strategy In an ever-changing market environment, investors seek ways to optimize returns while managing risk. **The Original IRA**, Ira Koyner, introduces a strategic approach to **income-generating structured notes**—an innovative solution for those looking to reduce volatility and improve portfolio performance. Why Consider An Income Structured Note? Who Should Invest
Read MoreExclusive Custom Note on Japanese Stocks by Triathlon Partners Empowering Clients with Innovative Investment Solutions Key Features Key Features Focus: Exposure to Japanese Stocks – Nikkei 225 & TOPIX 100. Potential Returns: 2.65 participation multiple of the return of the least-performing index with no cap on the upside. Principal Protection: Receive full principal protection if
Read MoreRoth IRAs and a Powerful Alternative for Tax-Free Growth Explore the benefits of Roth IRAs and discover Index Universal Life (IUL)—a strategy for tax-free 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
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