beyond MD with Dr. Yatin Chadha

Permanent Life Insurance Part 4 Addendum: Options for Navigating Policies without Fully Exiting

December 06, 2023 Yatin Chadha Season 1 Episode 60
beyond MD with Dr. Yatin Chadha
Permanent Life Insurance Part 4 Addendum: Options for Navigating Policies without Fully Exiting
Show Notes

Hello all! We decided to add a few details to Part 4 on Permanent Life Insurance with Jeff Bernstein (CLU, MFA-P).

While some may elect to cancel policies, there are also options for navigating policies without fully exiting, which are covered here in a quick summary:

1. APL (Automatic Premium Loan)
2. RPU (Reduced Paid-Up Option)
3. Premium Offset

beyondmdpodcast@gmail.com
jeffbernstein@seligman.ca