Requirements for a Personal Banking System

Requirements for a Personal Banking System

Join Harper Jones today as he takes over Breakaway Wealth and discusses characteristics  you should be looking for in an insurance company and what is necessary to get your personal banking system started.

Things to look for in a an insurance company:

  1. Dividend paying whole life insurance policy that allows you to participate in the surplus profits
  2. A mutual company that allows you to be the owner
  3. A stable, established company
  4. Strong financials, not just highly rated
  5. Accommodates Infinite Banking Concept
  6. Properly designs a policy that allows for the highest cash flow without MEC-ing your contract
  7. Provides strong, guaranteed values 
  8. Reinvests dividends back into your policy 

Connect with Harper:


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LinkedIn: Harper Jones

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