Mutual Insurers, Tax Implications, & Whole Life Benefits (BWL Q&A #49)

Banking With Life Podcast por James Neathery

Notas del episodio

In today's Banking With Life Q&A, James answers questions such as, "Which mutual insurers have the best dividend payout records?", "What are the tax implications of transferring a policy to my child abroad?", "What business benefits of whole life insurance are often overlooked?", and more! As always, we hope you enjoy and thank you for listening!

1. 0:22 - Which mutual insurers have the best dividend payout records?

2. 3:28 - What are the tax implications of transferring a policy to my child abroad?

3. 8:14 - How can I start selling insurance part-time without being pushy?

4. 10:06 - Isn’t buying term and investing the rest a better strategy?

5. 11:47 - What business benefits of whole life insurance are often overlooked?

6. 12:39 - A client shares their positive experience with IBC and policy loans.

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