beyond MD with Dr. Yatin Chadha

The Truth about Permanent Life Insurance (Part 3) - How can a Permanent Life insurance policy be used?

November 16, 2023 Season 1 Episode 59
beyond MD with Dr. Yatin Chadha
The Truth about Permanent Life Insurance (Part 3) - How can a Permanent Life insurance policy be used?
Show Notes

Welcome to Part 3 of Permanent Life Insurance with Jeff Bernstein, CLU, MFA-P, owner & managing partner of Seligman Insurance.

Discussion Points:
Summary of the death benefit (0:58)
Permanent life policies for the kids? (2:58)
Corporate Insurance Retirement Plan (6:10)
Infinite banking/being your own banker (beware) (18:50)
Immediate Financing Arrangement (IFA) (29:17)

Jeff Bernstein:
https://www.linkedin.com/in/jeffreymbernstein/
jeffbernstein@seligman.ca
https://seligman.ca/

My links:
https://www.linkedin.com/in/yatin-chadha-29074b109/
beyondmdpodcast@gmail.com