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Decoding life insurance: Our thoughts on infinite banking! Part III | #135

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Manage episode 395490152 series 2967012
Innehåll tillhandahållet av Money Insights. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Money Insights eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Congratulations! You've made it to part 3 of our series on decoding life insurance! With the help of Blake Brogan, we've covered permanent vs. term, IUL vs. whole life, and the ins and outs of life insurance. This week, we give our thoughts on infinite banking, from our likes and dislikes, how whole life and IUL tie in, to direct vs. non-direct recognition, and phantom income. Let's get started.

Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.

Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !

Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast

  continue reading

101 episoder

Artwork
iconDela
 
Manage episode 395490152 series 2967012
Innehåll tillhandahållet av Money Insights. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Money Insights eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Congratulations! You've made it to part 3 of our series on decoding life insurance! With the help of Blake Brogan, we've covered permanent vs. term, IUL vs. whole life, and the ins and outs of life insurance. This week, we give our thoughts on infinite banking, from our likes and dislikes, how whole life and IUL tie in, to direct vs. non-direct recognition, and phantom income. Let's get started.

Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.

Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !

Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast

  continue reading

101 episoder

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