Being Your Own BANKER Means Money In YOUR OWN TERMS!

23 Aug 2023 · 0 min

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This content was created by Jayson Lowe. This content was uploaded by Jayson Lowe. This is a YouTube video titled "Being Your Own BANKER Means Money In YOUR OWN TERMS!" created on August 23, 2023, discussing the concept of managing your own financial transactions and policy loans with minimal communication with the insurance carrier.

You are the banker. You conduct your transactional activity the way that you see fit with your regular bank account. You receive money from a policy loan if you request it, and then you choose how to repay it. Now, you can set that up in a very dirt simple format that limits the amount of required communication with the insurance carrier so that you're not creating a burden on the insurance carrier system.