Most people think PUA = Cash value. And while it can look this way in an illustration, that's not exactly true. In this episode, we'll discuss the often misunderstood PUA rider, base-to-PUA premium ratios, and how designing policies with PUA …
There is a ton of information about Infinite Banking out there and opinions about "correctly-designed" policies probably top the list. We want to help you cut through the noise and help you understand what an "IBC Style" policy should be.
Payment duration is a hotly debated topic amongst life insurance agents and there is a lot of confusing, contradictory advice out there. Today, we are going to weigh in on the matter and help explain these policy design approaches and …
The “Catch Up Provision” in the PUA rider of many whole life policies allows you to catch up with missed PUA premium from prior years. This is a critical feature with whole life insurance and, more broadly, Infinite Banking.