Artwork

Content provided by James Neathery. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Neathery or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Mutual Insurers, Tax Implications, & Whole Life Benefits (BWL Q&A #49)

26:55
 
Share
 

Manage episode 450326328 series 2531877
Content provided by James Neathery. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Neathery or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In today's Banking With Life Q&A, James answers questions such as, "Which mutual insurers have the best dividend payout records?", "What are the tax implications of transferring a policy to my child abroad?", "What business benefits of whole life insurance are often overlooked?", and more! As always, we hope you enjoy and thank you for listening!

1. 0:22 - Which mutual insurers have the best dividend payout records?

2. 3:28 - What are the tax implications of transferring a policy to my child abroad?

3. 8:14 - How can I start selling insurance part-time without being pushy?

4. 10:06 - Isn’t buying term and investing the rest a better strategy?

5. 11:47 - What business benefits of whole life insurance are often overlooked?

6. 12:39 - A client shares their positive experience with IBC and policy loans.

7. 17:27 - Should I pay off my low-APR mortgage or keep the money in my banking system?

8. 21:28 - A client explains how they found clarity with IBC after misinformation.

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client!

https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here:

https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/

(Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking...

https://www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here:

https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/

━━━

Learn more about James Neathery here:

https://bankingwithlife.com

━━━

Follow us on Facebook:

https://www.facebook.com/jamescneathery/

━━━

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.

  continue reading

317 episodes

Artwork
iconShare
 
Manage episode 450326328 series 2531877
Content provided by James Neathery. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Neathery or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In today's Banking With Life Q&A, James answers questions such as, "Which mutual insurers have the best dividend payout records?", "What are the tax implications of transferring a policy to my child abroad?", "What business benefits of whole life insurance are often overlooked?", and more! As always, we hope you enjoy and thank you for listening!

1. 0:22 - Which mutual insurers have the best dividend payout records?

2. 3:28 - What are the tax implications of transferring a policy to my child abroad?

3. 8:14 - How can I start selling insurance part-time without being pushy?

4. 10:06 - Isn’t buying term and investing the rest a better strategy?

5. 11:47 - What business benefits of whole life insurance are often overlooked?

6. 12:39 - A client shares their positive experience with IBC and policy loans.

7. 17:27 - Should I pay off my low-APR mortgage or keep the money in my banking system?

8. 21:28 - A client explains how they found clarity with IBC after misinformation.

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client!

https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here:

https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/

(Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking...

https://www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here:

https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/

━━━

Learn more about James Neathery here:

https://bankingwithlife.com

━━━

Follow us on Facebook:

https://www.facebook.com/jamescneathery/

━━━

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.

  continue reading

317 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play