Jan 17, 2020
Schedule your 15-minute call with Anthony or Cameron here:
In this episode we discuss one of the most commonly asked questions: “What should my premium(s) be?” Clients often struggle with this question when they first initiate a policy; We provide a general rule of thumb we've used when helping clients determine what their premiums should be. Also, we discuss other considerations for policy design such as how much a client is saving, cash sitting in checking/savings accounts, expected windfalls, etc.....Each of us provide a case study for listeners to better understand what goes into policy design.
Check our on-line course at www.InfiniteWealthCourse.com