Policy Owner Control, Tracking Loans, & Capitalization Periods (BWL Q&A #48)

Banking With Life Podcast by James Neathery

Episode notes

In today's Banking With Life Q&A, James answers questions such as, "Are there fee tables in insurance contracts like in traditional finance?", "Why are you no longer listed as a board member on the NNI website?", "Should you pay off all your policy loans before starting a new policy?", and more! As always, we hope you enjoy and thank you for listening!

1. 0:22 - Can you explain what it means when people say, “the policy owner has the most control over their policy”?

2. 3:56 - Why are you no longer listed as a board member on the Nelson Nash Institute website?

3. 5:25 - Are there fee tables in insurance contracts like in traditional finance?

4. 14:29 - Can you share practical examples of how to track multiple loans and their payback schedules?

5. 16:03 - How can I set up a family bank, establish rules for loans, t ... 

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