Переходьте в офлайн за допомогою програми Player FM !
53: Policy Design According to Your Goals
Manage episode 293847170 series 2853034
Jason and Kyle discuss policy design specific to your goals and go over and illustration for an example.
- Life insurance is not a one size fits all product
- You need to be sure that the agent you’re working with understands your goals and has your best interests in mind
- You need to be in the driver’s seat and not blindly listen to whatever “advice” you are given
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
101 епізодів
Manage episode 293847170 series 2853034
Jason and Kyle discuss policy design specific to your goals and go over and illustration for an example.
- Life insurance is not a one size fits all product
- You need to be sure that the agent you’re working with understands your goals and has your best interests in mind
- You need to be in the driver’s seat and not blindly listen to whatever “advice” you are given
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
101 епізодів
Усі епізоди
×Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.