53: Policy Design According to Your Goals
The Cash Value Solutions Podcast
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Show Notes
Jason and Kyle discuss policy design specific to your goals and go over and illustration for an example.
- 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
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