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108: The Value of IBC in Every Stage of Life
In this episode, we'll discuss how IBC positively affects every stage of life, from your first job and accumulation to retirement and transferring a financial legacy.
Tune in!
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EPISODE HIGHLIGHTS:
(02:08) Starting Your Financial Journey: First Job
(10:47) Building a Family and Financial Security
(19:50) Accumulation Phase: Growing (and Protecting) Your Wealth
(24:40) Pre-Retirement Planning: Maximizing Efficacy
(30:43) Retirement Phase: Leveraging Certainty Assets
(37:20) Legacy Transfer and Estate Planning
(42:32) Why Whole Life Insurance Works at Every Stage
View all episodes
By John Montoya, John D. Perrings
4.7
6262 ratings
In this episode, we'll discuss how IBC positively affects every stage of life, from your first job and accumulation to retirement and transferring a financial legacy.
Tune in!
----
EPISODE HIGHLIGHTS:
(02:08) Starting Your Financial Journey: First Job
(10:47) Building a Family and Financial Security
(19:50) Accumulation Phase: Growing (and Protecting) Your Wealth
(24:40) Pre-Retirement Planning: Maximizing Efficacy
(30:43) Retirement Phase: Leveraging Certainty Assets
(37:20) Legacy Transfer and Estate Planning
(42:32) Why Whole Life Insurance Works at Every Stage