Policy Design According to Your Goals

Jason and Kyle discuss policy design specific to your goals and go over an illustration for an example.

Top points discussed:

Life insurance is not a one size fits all product.
You need to be sure that the agent you're working with understands your goals and has your best interests in mind.
You need to be in the driver's seat and not blindly listen to whatever "advice" you are given.

For more information:

Schedule an IBC Discovery Call: https://calendly.com/cvsol

Follow Kyle on Twitter: @KyleMans

Connect with Jason on LinkedIn: Jason Pohlmeier