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What Social Media Influencers Aren't Telling You About "High Early Cash Value" Policy Designs
"High early cash value" (sometimes referred to as "90/10") whole life policies are frequently promoted across social media, promising maximum early cash value with seemingly no downside.
In this episode, I demonstrate the hidden trade-offs that, in my experience, I never see disclosed to clients. We have compelling data from 50-year policy comparisons that shows why these designs often cost policyholders hundreds of thousands in long-term wealth potential.
Listen in to learn how Nelson Nash's principle of "thinking long-range" is essential and how a more balanced policy approach provides the flexibility and wealth-building capacity superior to high early cash value designs and can transform financial outcomes for generations.
LINKS:
1. Get my free weekly newsletter with exclusive content on financial education
2. Work with me: Schedule a consultation
4.5
88 ratings
What Social Media Influencers Aren't Telling You About "High Early Cash Value" Policy Designs
"High early cash value" (sometimes referred to as "90/10") whole life policies are frequently promoted across social media, promising maximum early cash value with seemingly no downside.
In this episode, I demonstrate the hidden trade-offs that, in my experience, I never see disclosed to clients. We have compelling data from 50-year policy comparisons that shows why these designs often cost policyholders hundreds of thousands in long-term wealth potential.
Listen in to learn how Nelson Nash's principle of "thinking long-range" is essential and how a more balanced policy approach provides the flexibility and wealth-building capacity superior to high early cash value designs and can transform financial outcomes for generations.
LINKS:
1. Get my free weekly newsletter with exclusive content on financial education
2. Work with me: Schedule a consultation
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