What You Need to Look at in an Insurance Policy with Kelly Halverson

In This Episode:

In this episode you’ll discover how some companies use their reserves or a broker dealer to increase dividends, and why Ameritas does not do this. Kelly Halverson shares why the 4% guaranteed rate on whole life policies isn’t a true guaranteed internal rate of return and what the peak figures are for most contracts.

If want to learn more then the best thing to do is to listen to the full episode here: https://www.youtube.com/watch?v=cx-ax7_3V-A

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Let us tell you about a new course that just landed in the CreateTailwind community called TaxInvisible. In this course Jim Oliver, founder + coach at CreateTailwind, shares why we need to be TaxInvisible and how IBC gets you there.

With taxes continuing to go up, they become more of an attack on our wealth. What ‘they’ are telling us to do with our money isn’t right.

In this course you’ll learn:

– What’s happening with inflation and taxes

– Where to store your money

– Why we have to take advantage of every opportunity with the current internal revenue code.

– What actions to take to break away from the herd

Reverse the lie, learn what the wealthy already know, learn to be TaxInvisible.

Connect with Jim Oliver:

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