Workplace Impact, Insurable Interests, & Policy Readjustments (BWL Q&A #40)
In today's Banking With Life Q&A, James answers questions such as, "Can rating be impacted by place of employment?", "How long would you keep a policy going on someone that you have an insurable interest on?", "Can policies be adjusted once initiated?", and more! As always, we hope you enjoy and thank you for listening!
Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!
1. 0:22 - Can my rating be impacted by where I work?
2. 1:04 - Do you keep both the cash value & the death benefit?
3. 2:19 - How long would you keep a policy going on someone that you have an insurable interest on?
4. 3:29 - What role should an annuity play?
5. 5:18 - Can policies be adjusted once initiated?
6. 6:24 - Can a policy be taken out on a trust?
7. 6:45 - Is there a benefit to paying a high premium dump in year 1?
Nice Comments😁 8:12
Hater Comments😈 10:35
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All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.
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