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The IUL Dilemma: Worth It or Wealth Trap? 2 Pros and 10 Cons

The Infinite Wealth Podcast

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Understanding Surrender Fees and Liquidity Challenges in Insurance Policies

This chapter explores a client's struggle with high surrender fees tied to an insurance policy, demonstrating how these fees can eliminate accessible funds upon withdrawal. It underscores the liquidity challenges investors face when dealing with policies burdened by significant surrender charges.

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