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This is the audio version of one of our most popular webinars. For the full visual experience with slides, charts, and bonus breakdowns, head to theWealthElevator.com/video
The mechanics of using whole life insurance policies, focusing on their stability and guaranteed premiums. Unlike Indexed Universal Life policies, whole life policies are not tied to stock market performance. We discuss using these policies for tax-free loans, investing in alternative assets, and other financial strategies. Additional perks include cash value growth, dividend usage, and a death benefit. Perfect for building an emergency fund or stabilizing finances as a business owner, whole life insurance offers numerous financial advantages and flexibility.
00:00 Introduction to Whole Life Policies
05:28 Comparing Whole Life to Indexed Universal Life
06:08 Benefits of Whole Life Policies
06:17 Using Dividends and Cash Value
06:43 Loans and Withdrawals
08:22 Death Benefits and Long-Term Care
09:10 Guaranteed Cash Value Growth
10:26 Alternative Finance Strategies
To get the full visual experience with slides, charts, fun animated gifs head to theWealthElevator.com/video. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance.
Hosted on Acast. See acast.com/privacy for more information.
By Lane KawaokaThis is the audio version of one of our most popular webinars. For the full visual experience with slides, charts, and bonus breakdowns, head to theWealthElevator.com/video
The mechanics of using whole life insurance policies, focusing on their stability and guaranteed premiums. Unlike Indexed Universal Life policies, whole life policies are not tied to stock market performance. We discuss using these policies for tax-free loans, investing in alternative assets, and other financial strategies. Additional perks include cash value growth, dividend usage, and a death benefit. Perfect for building an emergency fund or stabilizing finances as a business owner, whole life insurance offers numerous financial advantages and flexibility.
00:00 Introduction to Whole Life Policies
05:28 Comparing Whole Life to Indexed Universal Life
06:08 Benefits of Whole Life Policies
06:17 Using Dividends and Cash Value
06:43 Loans and Withdrawals
08:22 Death Benefits and Long-Term Care
09:10 Guaranteed Cash Value Growth
10:26 Alternative Finance Strategies
To get the full visual experience with slides, charts, fun animated gifs head to theWealthElevator.com/video. The preceding is not tax, legal, or investment advice, nor an offer to sell securities or investment products. Always make informed decisions with professional guidance.
Hosted on Acast. See acast.com/privacy for more information.