Before you commit to a whole life insurance policy, you need to understand what it really is and what it isn’t. This week on the Tax Smart REI Podcast, we sit down with financial planner Alex Savage, CPA and CFP, to break down the infinite banking concept and whether it truly makes sense for real estate investors and high-income earners.
You'll learn:
- What whole life insurance and infinite banking actually are (beyond the sales pitch)
- Why policy loans aren't “free money” and how they really work
- What hidden costs, commissions, and risks most people overlook
- How this strategy compares to simply investing in real estate or ETFs
- Who this approach might actually work for and who should avoid it
If you've been pitched on infinite banking or are wondering whether to use life insurance as an investment vehicle, this episode gives you the full picture so you can make an informed decision.
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