Episode 37: WHY Universal Life is Not Right for IBC®

In this episode we discuss Universal Life policies and why the Nelson Nash Institute advocates for Whole Life, and specifically not Universal Life, when implementing The Infinite Banking Concept®.

We’ll cover the pro’s and con’s of Universal policies, including what most advisors will never tell you when selling any of the 3 types of Universal policies. And we’ll discuss the proverbial “fork in the road” that forces you to make a difficult choice in the later years of a Universal policy.

This is important information for you and your family so take a listen.

If you haven’t yet read it, order the book, Becoming Your Own Banker. Directly from the Nelson Nash Institute or on Amazon.

Schedule a Consultation