Episode 25: Designing the Policy Right
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Episode 25: Designing the Policy Right
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About this listen
A typical whole life policy won't work for Infinite Banking. In this critical episode, M.C. Laubscher reveals what makes a properly designed policy.
Key Takeaways:
- Standard policies maximize death benefit and agent commission—not cash value
- Paid-Up Additions (PUA) riders supercharge cash value growth
- Proper blend stays within IRS guidelines to avoid MEC status
- Choose mutual companies with strong dividend history
- Work with advisors who specialize in this strategy
Resources:
- Book: Get Wealthy for Sure
- Free Presentation: Private Family Banking System
Keywords: infinite banking policy design, paid-up additions, PUA rider, MEC, whole life insurance design, cash value optimization]]>
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