You talked to an IBC practitioner and they showed you an illustration. Now you want to see another practitioner in hopes they can show you an even better one.
But should you pick your practitioner based on a better-looking illustration?
Today I’ll explain how illustrations can mislead you, and what to look for so you don’t run into big problems later. I’ll also share what’s most important to look for in an IBC practitioner.
Listen now!
Show highlights include:
- Why policy structure trumps cash value every time. ([4:26])
- How access to the majority of premiums paid in the beginning years becomes a trap door to a possible tax pit. ([4:48])
- “Dividend Debate.” The impact of risk tolerance on dividends, and what to consider before deciding based on projections. ([8:00])
- What to look for in an IBC practitioner so you don’t get burned by misleading illustrations. ([9:49])
- Are all IBC practitioners the same? What makes me different from most. ([10:18])
Reach out to me:
https://www.linkedin.com/in/valerie-laroque-lacp-b569509Infinite Banking Mastery (infinitebankingnorthwest.com)
