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CSFP 026 | Do You Have Life Insurance As An Asset Class In Your Portfolio?

Common Sense Financial Podcast

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Saving and Investing With SDLI

Using specially designed life insurance in your portfolio offers built-in tax advantages while offering bond-like returns. An SDLI has money stored and earning three or four percent. When money is needed, you're borrowing money from the insurance company with your policy as collateral. The loan accrues, interest charges, while your policy cash values remain in the policy earning interest. This is why creating your own banking system using SDLI can help you build long-term wealth.

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