Welcome to Part 3 of Permanent Life Insurance with Jeff Bernstein, CLU, MFA-P, owner & managing partner of Seligman Insurance. Discussion Points: Summary of the death benefit (0:58) Permanent life policies for the kids? (2:58) Corporate Insurance Retirement Plan (6:10) Infinite banking/being your own banker (beware) (18:50) Immediate Financing Arrangement (IFA) (29:17) Jeff Bernstein: https://www.linkedin.com/in/jeffreymbernstein/ jeffbernstein@seligman.ca https://seligman.ca/ My links: https://www.linkedin.com/in/yatin-chadha-29074b109/ beyondmdpodcast@gmail.com

Welcome to Part 3 of Permanent Life Insurance with Jeff Bernstein, CLU, MFA-P, owner & managing partner of Seligman Insurance. Discussion Points: Summary of the death benefit (0:58) Permanent life policies for the kids? (2:58) Corporate Insurance Retirement Plan (6:10) Infinite banking/being your own banker (beware) (18:50) Immediate Financing Arrangement (IFA) (29:17) Jeff Bernstein: https://www.linkedin.com/in/jeffreymbernstein/ jeffbernstein@seligman.ca https://seligman.ca/ My links: https://www.linkedin.com/in/yatin-chadha-29074b109/ beyondmdpodcast@gmail.com

Welcome to Part 3 of Permanent Life Insurance with Jeff Bernstein, CLU, MFA-P, owner &amp; managing partner of Seligman Insurance. Discussion Points: Summary of the death benefit (0:58) Permanent life policies for the kids? (2:58) Corporate Insurance Retirement Plan (6:10) Infinite banking/being your own banker (beware) (18:50) Immediate Financing Arrangement (IFA) (29:17) Jeff Bernstein: https://www.linkedin.com/in/jeffreymbernstein/ jeffbernstein@seligman.ca https://seligman.ca/ My links: https://www.linkedin.com/in/yatin-chadha-29074b109/ beyondmdpodcast@gmail.com

The Truth about Permanent Life Insurance (Part 3) - How can a Permanent Life insurance policy be used?

Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, holding companies, trusts, estate planning, insurance policies, mortgages, real estate, and investing. It's time to take your financial knowledge base to the next level so you can get ahead outside of the workplace. Please send questions and topics of interest to beyondmdpodcast@gmail.com

Share The Truth about Permanent Life Insurance (Part 3) - How can a Permanent Life insurance policy be used?

Sign up to save your podcasts

The Truth about Permanent Life Insurance (Part 3) - How can a Permanent Life insurance policy be used?

The Truth about Permanent Life Insurance (Part 3) - How can a Permanent Life insurance policy be used?

More shows like beyond MD with Dr. Yatin Chadha

The Current

Build Wealth Canada Podcast

More Money Podcast

The Peter Attia Drive

The Rational Reminder Podcast

Cost of Living

Money Meets Medicine

The Passive Income MD Podcast

The Canadian Investor

Huberman Lab

The Loonie Hour

The Canadian Real Estate Investor

TLDR

The Money Scope Podcast

The Wealthy Barber Podcast