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In this episode, we ask:
- Would you like the ultimate shaving tool?
- What is Occam’s razor?
- What about necessity?
- What about the simplest solution?
- What is the best option or model?
- What is premium financing?
- What is happening with the estate tax limits?
- What about leverage?
- What has this led to?
- What are the risks?
- Do you need it?
- Can you afford it?
- What about finding the winners and losers?
- Is there a trend here?
- What about an example?
- What are the steps?
- What is the allure?
- What are the risks?
- What is the exit strategy?
- If everything worked out perfectly, what would happen?
- What about the relationship with the bank?
- What is a floating rate?
- What about reapplying after a period of time?
- Is this a good deal?
- What happens in a rising rate environment?
- What happens to the interest?
- What about the accumulation feature?
- What about collateral?
- What about a spiral of expenses?
- What happens if they can’t pay the premium?
- What are the circumstances?
- What happens when the loan is gone?
- What about a cancellation?
- What about leverage?
- What about paying out of pocket?
- What about estate tax liability?
- What about other needs?
- Is there any cash value available the policy owner?
- Where does this leave the policy owner?
- What is the biggest risk?
- Is the loan larger than the cash value?
- What if interest rates rise?
- What if caps and spreads fall?
- What about coming up with the money?
- What are some stress tests?
- What about a death benefit?
- What about those with extremely high net worth?
- Are you crawling back into the banker’s pocket?
- What is the financial incentive for the bank?
- How much loan interest is the bank collecting?
- What about collateral?
- What about the insurance agent?
- What about the commissions?
- Would you like to hear Episode 36?
- Who is retiring first?
- Is your money in a complex environment?
- Is your money in a simple environment?
- Who has control?
- Would you like to join our FREE Not Your Average Community?