Wealth Talks

← Wealth Talks27 Oct · 25 min

Life Insurance Policy Review from the 80s

Life Insurance Policy Review from the 80s27 Oct25 min

This is a review of 2 life insurance policies. One was purchased 41 years ago, and has significant cash value growth built up over the years. The other policy was purchased about 7 years ago and doesn't look so good.

We compare these two policies here today and talk about what we found when we reviewed them.

The owner of these policies now doesn't have to take a HELOC against her house for some expenses she has, instead she can access the cash-value in her policy at a lower interest rate and pay it back at a flexible and comfortable rate. This is Infinite Banking!