Infinite Banking is meant to help you take control of the banking function of your life, and keep your savings safe from the volatility of financial markets.
But lately some self-proclaimed IBC specialists are setting their clients up with a type of permanent life insurance that looks good on paper, but actually exposes their savings to the same type of uncertainties they were trying to avoid in the first place.
In this episode I’m sounding the alarm! I’ll explain what these policies are, why the information used to promote them is never an accurate picture, and what you should do to actually keep your savings safe.
Listen now!
Show highlights include:
- Agent says he’s an IBC specialist, but wants to hook you onto an Index Universal Life policy. What to know before you take the bait. (0:39)
- Surprising guarantee tucked into IULs that are a boom for the company, but a bust for your wallet. (4:27)
- Asset or investment? The best way to look at life insurance, and why approaching it the wrong way is an expensive mistake. (8:37)
- Why people who hate inflation love Whole Life insurance companies. (11:20)
Reach out to me:
valerie@alphaomegawealth.com
https://www.linkedin.com/in/valerie-laroque-lacp-b569509
Infinite Banking Mastery (infinitebankingnorthwest.com)
