Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Ask This Before Choosing Your Policy!

6 Feb 2025 · 1 min

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0:34

Short advisory excerpt (YouTube video) warning buyers of dividend-paying whole life insurance to ask specific questions about how policy loans are requested and repaid (online/offline processes), to avoid friction or discovering a policy doesn’t meet their needs. Emphasizes flexibility of reputable companies but urges scrutiny of loan servicing details.

Chapters

Every reputable life insurance company that provides dividend paying whole life insurance contracts has flexible policies. But what we encourage people to do is to ask really insightful questions around the experience and the process of requesting loans, repaying loans is that online offline combination of both. And the last thing that they need is any added friction or frustration or tension, or purchasing something under the guise of believing that it was going to address all their needs, only to find out that it's not that it's a bad product, product is right.