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In this episode, we ask:
- What are you looking for?
- What are the reasons for setting up a policy?
- What are the downsides?
- What do we need to keep in mind?
- What about a finite amount of money?
- What about accumulating?
- What about taking money in retirement?
- What about outliving your money?
- What about dying too soon?
- What about triggering an estate tax issue?
- What is the current federal estate tax trigger?
- What can change?
- Who will trigger this?
- What about state estate tax exemption?
- Will Bank on Yourself® policy holders trigger these estate taxes with the death benefit?
- What about creating an estate?
- What is standing there as a shield?
- What can serve as an estate liquidator?
- How about a case study?
- What about unpleasant surprises?
- What happens if you enjoy retirement?
- How does this solve the estate tax issue?
- What about the problem of out living your money?
- What accounts carry this risk?
- How much have you built up?
- How much can you pull each year without running out?
- What do you avoid?
- What about market volatility and sequence of returns risk?
- What about fees?
- What about taxes?
- How are you going to make this money last?
- What is the hardest question of all in finance?
- What happens with a portfolio of policies?
- Would you like to hear Episode 252?
- What about the 1035 exchange?
- How is this like a 1031 exchange in real estate?
- What is the plus strategy?
- Can you roll a life insurance policy’s cash value into an annuity?
- What is the advantage of an annuity?
- Will you get paid a lifetime income?
- How about an example?
- What about a 401(k)?
- What did Wade Pfau, David Blanchett and others say?
- How much would you rather have?
- What would you prefer?
- How much would you prefer?
- What are the downsides?
- What is there to consider?
- Are annuities liquid?
- Are Bank on Yourself® type whole life insurance policies liquid?
- Can you Bank on Yourself® with an annuity?
- Do annuities have tax-advantages?
- Is it purely tax free?
- What happens with a portfolio of policies?
- What can you transform?
- How much do you want guaranteed?
- What can be used for medical expenses?
- What about leaving a lump sum to a surviving spouse?
- Can one take a partial 1035 exchange?
- Who needs to know about this?
