Real Estate Episodes

June 7, 2024

3 Cases for Single Premium Whole Life

Is it ever appropriate to not pay a premium for a long time? A "Single-premium" whole life policy is designed for one premium, and that's it. As usual, there are significant tradeoffs to this type of design, the biggest of which concerns taxes.

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Jan. 23, 2022

Buying Real Estate With IBC

Real estate investors, more than others, perhaps, have difficulty getting comfortable with the capitalization period of a whole life insurance policy. In this episode, we discuss this in detail and walk through a 30-year mode...

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