Jan 17, 2020
Schedule your 15-minute call with Anthony or Cameron here:
http://bit.ly/iwc15podcast
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