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2023 BWL Event Preview / Closing the Gap (BWL POD #0191)

Banking With Life Podcast

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Value Generation and Mutual Ownership in Whole Life Insurance

This chapter explores the concept of value generation in whole life insurance, emphasizing the relationship between future cash flows and their present value. It discusses the concept of mutuality and how it relates to the law of equity, highlighting the unique qualities of whole life contracts compared to conventional advising.

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