Demutualize- What Happens When a Mutual Co. Becomes a Stock Co.
The Infinite Wealth Podcast · Anthony J. Faso CPA & Cameron Christiansen
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
You may have heard Ohio National is going through a sponsored demutualization. In this episode Anthony and Cameron discuss the following: what is a sponsored demutualization, what are the potential short term and long-term effects of this on policy holders, can this happen to other carriers and what to do if you currently own a whole life policy with Ohio National. Enjoy this episode!!
Resources:
Schedule your 15-minute call with Anthony or Cameron here
Be sure to check our on-line course at https://infinitewealthcourse.com/home