6min chapter

Strategic Whole Life by Infinite Banking Authorized Practitioners cover image

99: Maximizing Tax Benefits: A Primer to Whole Life, ROTH, and Bonds

Strategic Whole Life by Infinite Banking Authorized Practitioners

CHAPTER

The Importance of Life Insurance and Financial Planning

This chapter emphasizes the significance of having life insurance to safeguard dependents and the necessity of health and financial planning. It provides insights on calculating suitable coverage amount, warns against relying solely on whole life policies, and advises on effectively utilizing cash value and maintaining a diversified borrowing strategy.

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