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In this episode, we ask:

• Have you faced threats?
• How might you bring greater benefit to you and your family?
• Have you heard Sarry Ibrahim’s podcast, Thinking Like a Bank, Episode 123?
• What did Sarry’s client ask?
• What is the story with A.L. Williams?
• Has that worked? Would it work now?
• What about the whole life policy spreadsheet?
• What are some options / hyptothetical scenarios?
• What if there was $36,000 dollars to allocate each year for 30 years? ($3K/month)
• What about investing $34,383 at a hypothetical 8% return, with a 1% compounding fee ever year for 30 years? What about purchasing a term policy with $1,616 for $600K death benefit for the 30 years?
• How about purchasing a whole life insurance policy only? What happens at year 30?
• What about purchasing a whole life insurance policy, taking a policy loan against the policy, investing the money and paying off the policy loan with the growth (hopefully) from the investment?
• What is possible, considering volatility?
• What are the better ways to do this?
• What if it is just a death benefit?
• What about investing the difference?
• Why would whole life insurance be a better fit?
• What are the takeaways?