I-Bonds, Vehicle Financing, & Intergenerational Wealth (BWL Q&A #37)

Sep 23, 2022

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In today's Banking With Life Q&A James answers questions like, "What's the most we can pay in premium?". He also discusses building intergenerational wealth, loan repayments, and financing vehicles with IBC®. As always, we hope you enjoy and thank you for listening!

Today's Questions: 0:21 - Building intergenerational wealth 4:56 - Triggering taxable events 6:12 - Loan repayments 14:01 - What's the most we can pay in premium? 17:29 - Financing vehicles 18:51 - Investing excess cash 20:35 - Putting extra cash into I-Bonds 21:48 - Can you help me get a cash value policy? 22:41 - Starting an IBC® policy with minimal funds 24:53 - Playing games with numbers on a page

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