Banking With Life Podcast Mutual Insurers, Tax Implications, & Whole Life Benefits (BWL Q&A #49)
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.
7. 17:27 - Should I pay off my low-APR mortgage or keep the money in my banking system?
8. 21:28 - A client explains how they found clarity with IBC after misinformation.
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All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.