Policy Owner Control, Tracking Loans, & Capitalization Periods (BWL Q&A #48)

Banking With Life Podcast

In today's Banking With Life Q&A, James answers questions such as, "Are there fee tables in insurance contracts like in traditional finance?", "Why are you no longer listed as a board member on the NNI website?", "Should you pay off all your policy loans before starting a new policy?", and more! As always, we hope you enjoy and thank you for listening!

1. 0:22 - Can you explain what it means when people say, “the policy owner has the most control over their policy”?

2. 3:56 - Why are you no longer listed as a board member on the Nelson Nash Institute website?

3. 5:25 - Are there fee tables in insurance contracts like in traditional finance?

4. 14:29 - Can you share practical examples of how to track multiple loans and their payback schedules?

5. 16:03 - How can I set up a family bank, establish rules for loans, track them, and ensure a lasting legacy?

6. 18:48 - How can I take large income from policy loans later in life and calculate the potential returns?

7. 19:49 - Should you pay off all your policy loans before starting a new policy?

8. 21:14 - How can I extend the capitalization period without delaying my ability to fund the things I’m passionate about?

9. 24:56 - Is the Premium Deposit Fund a good option to store extra interest while waiting for my PUA space to reopen?

10. 27:34 - Should you fully fund your PDF before starting a new policy to give yourself more financial flexibility?

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