Life Insurance Expert Reviews IUL's, Whole Life Insurance, & Infinite Banking

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The Insurance Pro Blog: theinsuranceproblog.com
In this BetterWealth podcast, I speak with Brandon Roberts from, The Insurance Pro Blog as he reviews IUL's, Whole life insurance, & infinite banking. Brandon covers the risks and benefits of each product and practice to help you make a more informed decision about your goals & needs.
0:00 - Intro
2:55 - Why did you become obsessed with Life Insurance?
7:42 - Life insurance as an accumulation tool
9:45 - What do you think about IUL? (Non Biased Answers)
15:25 - Are IULs more complex and risky?
21:02 - IUL Vs Whole Life Insurance
24:20 - What do you like and dislike about infinite banking?
32:27 - A client's crazy attempt to avoid paying taxes with life insurance
34:36 - Can you borrow against your policy to fund more policies?
35:51 - Is Curtis Ray's MPI legit or dangerous?
43:33 - The Lies of Life Insurance as an investment
46:58 - How does life insurance enhance retirement?
50:40 - Stop trying to master everything
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✉️ Email BetterWealth: bttr.ly/info
WEBSITE: betterwealth.com
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DISCLAIMER: bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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Опубликовано:

12 июл 2024

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Комментарии : 16

@paulhanley3098 18 дней назад

Caleb-your humility and openness to self-revision truly set you apart in the life insurance space. When many others simply double down on their myopic agendas, you push against the tide with your unique brand of insight, wisdom and balanced perspective. Brandon’s insights are so nuanced and seasoned that it makes it hard for a viewer to not feel like they have been gently nudged out of their comfort zone in their preconceptions. These interviews are truly an asset to our community!

@ptc3619 18 дней назад

I’ll give this a watch later but I can say off the rip that I believe Brandon is THE smartest person out there when it comes to Life Insurance. He speaks, I listen.

@BetterWealth 18 дней назад

Brandon has an incredible wealth of knowledge on life insurance! It was a pleasure having him on the show.

@richardalvarez6537 17 дней назад

You should try and Interview Mathew Decker with cash value life insurance reviews. One person I look up to when it comes to IUL or any life insurance topic

@WWIIPacificHistory 17 дней назад

Allianz actually publishes their historical crediting rates in their illustrations against all of the IUL policies in force from 3/1/2006 through 12/31/2022 and that rate is 6.59%. That’s a real number across all their policies over a fairly long timeframe. I can email that to you if you want. I’m glad that the new regulations limit illustrations to the low 6’s with crediting rates, but I don’t think that’s an unachievable number and in fact I think it’s quite realistic and conservative.

@TheFinancialAdvocacyPodcast 18 дней назад

Brandon Roberts knows his stuff! Been following him for many years.

@BetterWealth 18 дней назад

yes he does!

@dailstancill720 7 дней назад

True

@WWIIPacificHistory 17 дней назад

Per usual a great discussion! I do think he got MPI wrong although in full disclosure I do not do that strategy myself. He said you borrow against one policy to buy future policies. I don’t think that’s the case. I think you max fund a single policy for a couple of years and then in like year 3 or 4 you begin to borrow out of that policy to continue to max fund that SAME policy. It’s kind of like a premium finance play although instead of using a banks money you’re using your own money within the policy to self finance the premium going forward. It’s definitely a highly leveraged and risky play that absolutely relies on consistent positive arbitrage.