Insurable Interest, Retirement Income, & Becoming Your Own Banker (BWL Q&A #28)


Manage episode 309490066 series 2531877
By James Neathery. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

For this Q&A we answer a few questions like... What is insurable interest? What happens if a company demutualizes? How could the estate tax changes affect life insurance? We answer a few more great questions as well! As always, we hope you enjoy and thank you for listening! Have a great weekend!

Today's Questions:

0:22 - Insurable Interest

1:51 - Dividends don't reduce PUA?

2:21 - What happens when a company demutualizes?

3:18 - Estate tax changes and Life Insurance

3:42 - Determining retirement income amount

6:57 - BYOB illustration clarification

The Q&A series is designed to help you become more knowledgeable in the Infinite Banking Concept®. Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!


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Disclaimer: 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.

191 episodes