Updated over 5 years ago on . Most recent reply
#5 Personal Finance Contributor
- Financial Advisor
- Boynton Beach, FL
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What to Look for in a Properly-designed Policy Illustration
#5 Personal Finance Contributor
- Financial Advisor
- Boynton Beach, FL
1 Reply
- 04/02/20 01:00PM - 01:30PM America/New_York
- https://bit.ly/3dGYm1f
- Free
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If you want to use a life insurance policy for real estate investing, you need to have a maximum over-funded life insurance policy. You need as many of your dollars working in two places at one time as possible. When you get an illustration from your life insurance agent, how do you know that the policy has been designed properly? And is a maximum over-funded life insurance policy?
In this webinar I’m going to show you how to read a life insurance illustration. I’m going to give you a short list of things to look for to make sure that your policy is designed right and is a maximum over-funded design. Not only that, I’m going to give you a few extra tidbits to make sure that all of the assumptions that the agent is using are reasonable. There are a lot of tricks that the agent can use to make the illustration look better. and if you stick around to the end, you will learn everything that you should watch out for.
Future Topics:
4/9/2020 – “Infinite Banking and Real Estate Investing
4/16/2020 – The #1 Costliest Mistake Most People Make When They Set Up a Policy
4/23/2020 – 3X the Income from the Same Amount of Savings: Life Insurance as a Retirement Plan
4/30/2020 – Understanding Indexed Universal Life: Caps, Floors, Crediting Rates, and Myths
5/7/2020 – Is Buy Term and Invest the Difference Really Better? Let’s Analyze the Numbers.
5/14/2020 – Why you Shouldn’t Use a Policy Loan. What to do Instead
5/21/2020 – Understanding Life Insurance Illustrations
5/28/2020 – Common Tricks Agents Use on Illustrations
6/4/2020 – Understanding Fixed, Variable, and Indexed Policy Loans
6/11/2020 – Understanding the Guaranteed Rate in a Life Insurance Policy
6/18/2020 – How to Get the Most Cash Value in a Policy
6/25/2020 – When is the best time to use a policy loan?
7/2/2020 – The Advantage of an IUL for the Double Play
7/9/2020 – How Long Does it Take to Build Cash Value?
7/16/2020 – What Companies are Best for Double Play Policies?