Banking With Life Podcast Trusts and IBC®, The Next Live Seminar, & Taxation on Cash Values (BWL Q&A #32)
In today's Banking With Life Q&A, James answers some questions about how IBC® fits into different trusts, starting policies later in life, returns of premiums, and more! As always, we hope you enjoy and thank you for listening!
Today's Questions:
0:22 - How does IBC® fit into a business/family trust?
3:50 - Can I see the NNI Think Tank 2022 videos?
5:19 - Starting a policy later in life with limited funds
7:18 - Taxation on the return of premiums?
13:48 - When is the next live seminar/meetup?
The Q&A series is designed to help you become more knowledgeable in the Infinite Banking Concept®.
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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.