IBC Round Table - Direct VS Non-Direct Recognition

4 years ago

On this week's episode of the round table, the guys ask an important question: If you start a policy, do you want your dividend to be affected if you take a loan against the policy or not? Joey and Ernie dive deep into the differences between direct and non-direct recognition and compare how both are similar to using different clubs at the golf course.  If you're a numbers oriented person, this might be the topic that has prevented you from getting a policy in the past. Therefore, this episode will help push you towards a more definitive answer of which policy would work best for you. Let's belly up to the table!

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https://www.wealthwithoutwallstreet.com/podcast/ibc-round-table-direct-vs-non-direct-recognition

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