
The Three Worst Things To Do with Your IBC Policy
The Infinite Wealth Podcast
00:00
What's Your Number Two?
Anthony: The first thing that came to mind is kind of policy design. He used to put a big term writer on a policy that allowed us to dump a whole bunch of cash into that PWA writer. And now that I've been in the business for a while, I look at what that does to a policy down the road. It can cause some pretty serious limitations or issues potentially down the road with some neck issues when you get to that 10 year mark. Anthony would have gotten convertible term insurance. As we get older, we have a tendency to age. We want to be able to protect my family.
Transcript
Play full episode