Using Life Insurance to Buy Real Estate | Wealth Nation

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  • Опубликовано: 4 фев 2025

Комментарии • 174

  • @WealthNation
    @WealthNation  9 месяцев назад

    ✍🏾 Are you ready to Start a Policy? Complete our new client application.
    bit.ly/WN-New-Client

  • @acelove8595
    @acelove8595 2 года назад +17

    Thanks for breaking this down. I was 25 when I first bought my insurance policy for my parents. My insurance agent was explaining this to me but I had no idea and it sounded like gibberish to me. Now, I'm 29 and am just looking back into this lol. I wish I did earlier

  • @LifeCoachingWithDelarue
    @LifeCoachingWithDelarue 4 месяца назад +1

    Thank you for laying out pathways for people who don’t have a ton of cash on hand.

  • @michaelhanderson-wealthcre8155
    @michaelhanderson-wealthcre8155 3 года назад +48

    It’s always important to structure them correctly. I deal with many real estate investors in the US and we use custom Whole Life and also IUL

    • @ohduana6746
      @ohduana6746 2 года назад +4

      How long after having the insurance can you request a loan?

    • @michaelhanderson-wealthcre8155
      @michaelhanderson-wealthcre8155 2 года назад +7

      @@ohduana6746 generally after 1 year. But there are ways to access it right away.

    • @QueensFirst
      @QueensFirst 2 года назад +10

      Now how do we as the client know its structured correctly. Im trying to get a policy like this now.

    • @raphaelguidry7395
      @raphaelguidry7395 2 года назад

      @@michaelhanderson-wealthcre8155 how

    • @michaelhanderson-wealthcre8155
      @michaelhanderson-wealthcre8155 2 года назад +11

      @@raphaelguidry7395 if your goal is cash accumulation for living purposes then it must be structured for that goal. This means that you make the death benefit as low as possible (non-mec) and this will keep all the costs and fees low. The result is a tax-free bucket of money that accumulates over time.

  • @MsBari1025
    @MsBari1025 2 года назад +3

    I love you guys. Been listening to you guys for about a year now, and is ready to dive in. I'm into Real Estate investment and stumbling upon this subject matter was providential. I intend to join the wealth nation and then some.... Keep Kranin' those videos; appreciate you all sharing.

  • @AliciaMonique
    @AliciaMonique 3 года назад +4

    Thank you so much! I had to click and watch as soon it popped up. I love your content.
    Shared it with my sisters as well because we like to make money together

  • @WealthNation
    @WealthNation  Год назад +3

    Take ownership of your finances, watch our FREE masterclass, here: bit.ly/WealthNationMasterclass
    ⚠ WARNING: There are many fake accounts impersonating us. We will NEVER ask you to contact us through RUclips comments or WhatsApp. Our comment will be highlighted. Fake accounts do not have that. Please be aware of fake accounts trying to scam you using our name and picture!⚠

  • @winshermuguva9394
    @winshermuguva9394 Год назад

    I love you guys so much!!! You bring so much light clarity that means a lot and you’re changing more lives and families than you could ever imagine!! God bless you!!!!

  • @robison7683
    @robison7683 Год назад +2

    This is a great resource btw, thanks guys!

  • @Darkeiser.7
    @Darkeiser.7 2 года назад +5

    I'm 37 years old why in the world none of this stuff available or knowledge that I could have learned back in my 20s. And how in the world can I learned more from you guys that way when I can I can stop driving a truck.

  • @robertgo6529
    @robertgo6529 3 года назад +5

    More power to Wealth Nation.. As always great content!

  • @kellyimath
    @kellyimath 2 года назад +3

    wow you two are so well spoken and eloquent on such a huge topic, instant fan!!!

  • @Mollyjaleighingram
    @Mollyjaleighingram Год назад

    Wow this video is legit! Super informative. I actually just got off a zoom call with my advisor, I’ve been investing in life insurance for the last two years. We talked about handful of options on how to purchase investment properties through the lump sum of money that I have inside my policy! Super glad to see you guys had such a informative video on the topic. I think I’ve made the decision to increase my monthly payment, definitely want to snowball this lump sum ASAP!

  • @Aliyahsstorytime
    @Aliyahsstorytime 2 года назад +2

    Thank you 🙏

  • @iamallisonalanna
    @iamallisonalanna 5 месяцев назад

    Do you have more than one policy? And how much do you guys open each one for that you plan on using for investing?

    • @WealthNation
      @WealthNation  5 месяцев назад

      Yes we each have multiple policies.
      Each premium depends on the disposable income that is available at the time of starting the new policy.

  • @user-fv9ri2gc3c
    @user-fv9ri2gc3c Год назад +1

    Is the guaranteed growth percentage higher than a 401(k) or does it grow at the same rate or less then?

  • @shaqmichelle8898
    @shaqmichelle8898 2 года назад +1

    How soon can you pull money out of your insurance from the time you get it? What policy has the best cash value deals?

  • @chumamakopi4903
    @chumamakopi4903 2 года назад +1

    I am a South African, how can I get hold of you.? I would like to know which companies I should look at that provide this type of benefit in the life insurance.

  • @jeremyphillips8871
    @jeremyphillips8871 2 года назад +3

    Can you use profits of a recent sale of a property towards life insurance instead of doing a 1031 exchange towards another property?

  • @elishamccoll9616
    @elishamccoll9616 Год назад

    Yes, I will try it.

  • @arianaamores7147
    @arianaamores7147 2 года назад +8

    God bless you two thanks for sharing this amazing blessings I am looking to move forward with my life and run my business full time and leave corporate for good yesterday I had a meeting with my boss which I was supposed to be promoted which already delayed only to find i won’t be promoted and I will now have to do more work and work on weekends overtime with no extra money 💴 I am so ready for moving forward from corporate and doing things I’m passionate about with work life balance

  • @MOPARDIVA
    @MOPARDIVA 2 года назад +1

    Biggest question is after you open your life insurance when can you start using the money from it do you have to pay consistently for a year or 2 years.

  • @tonyp35
    @tonyp35 3 года назад +9

    Can you create a video using infinite banking to pay off a mortgage faster? I like the visuals you used previously with the Excel sheets and explanations. I love your videos, btw!

  • @theTRAGICdoll-RY
    @theTRAGICdoll-RY 5 месяцев назад

    Can this knowledge also be applied to universal life insurance?

  • @1dreamconsultants814
    @1dreamconsultants814 2 года назад +2

    Awesome content🙏

  • @dylanabel205
    @dylanabel205 2 года назад +2

    A properly structured UL policy is great for this also. More cash sooner.

    • @Gem1n1Speaks
      @Gem1n1Speaks 7 месяцев назад

      Explain why please. Briefly

  • @ForgotToMentionThat
    @ForgotToMentionThat 2 года назад +5

    I wonder what would happen if one opens the insurance policy then uses that funding to pay off the debts?

    • @MommyBizTakeover
      @MommyBizTakeover 2 года назад +4

      Nothing would happen, it’s a great way to eliminate interest! So you will have more money to put into your policy.

  • @elishamccoll9616
    @elishamccoll9616 Год назад

    Awesome knowledge.

  • @ThomasMorris-ro7gi
    @ThomasMorris-ro7gi 7 месяцев назад

    What if you buy a triplex live in one of 3 houses and rent out spare rooms using life insurance money

  • @dakortneyshavoya
    @dakortneyshavoya 2 года назад +9

    I’m an agent myself and learning all the perks with life insurance has definitely created a different mindset for me. What carriers are you utilizing to gain max cash value?

    • @K1ngSur0
      @K1ngSur0 2 года назад +3

      New York Life

    • @K1ngSur0
      @K1ngSur0 2 года назад +5

      Feel free to research the company, and if you’d like, I’d be more than happy to help. I am an agent ranked in the top 1% internationally with the Million Dollar Round Table.

    • @olababs2048
      @olababs2048 Год назад

      What do u think with transamerica?

    • @bitcoindom
      @bitcoindom Год назад

      I've had terrible experiences with transamerica. Their policies are never designed for max cash accumulation @@olababs2048

    • @maxsmart8954
      @maxsmart8954 5 месяцев назад

      IUL !!!

  • @demetriuscarter9956
    @demetriuscarter9956 2 года назад +2

    I wanna try this. I have to get my life together. Almost there!

    • @MommyBizTakeover
      @MommyBizTakeover 2 года назад +1

      You can start where you are and reallocate money from your current bills ie: car, home, credit cards etc. you can redirect the money to your policy.

    • @demetriuscarter9956
      @demetriuscarter9956 2 года назад

      @@MommyBizTakeover Noted 📝

  • @heroesofmormon5542
    @heroesofmormon5542 2 года назад +1

    How did you go about finding private lenders? I'm interested in both the initial borrowing aspect to fund deals and then would like to eventually get to the point where I can lend out money to leverage my money further. I may have not been paying full attention at all times but I didn't hear you mention when you borrow from your life insurance plan, the banks don't view that loan as debt. That is very advantageous in getting that extra cash for the down payment of the closing cost. Nice video. Thanks!

  • @nestorwilliams2329
    @nestorwilliams2329 3 года назад +3

    Great info guys could you recommend some insurance companies that offer good whole life policy?

    • @K1ngSur0
      @K1ngSur0 2 года назад +1

      Nestor, I work with New York Life. Has the highest ratings in the industry with a 177 year history. If you have any questions, I’d be more than happy to answer all of them for you. I’m also ranked in the top 1% of all agents internationally, so you can be at peace knowing you’ll be getting only the best advice.

  • @dongorgon612
    @dongorgon612 Год назад

    What happens to the cash value money/ savings when I die??? Will the amount I’ve accumulated in the cash value be paid out along with the death value that’s to be paid upon death?

  • @patricianavarro6645
    @patricianavarro6645 5 месяцев назад +1

    I’m 63, retired military and very healthy. Can I fund the whole life policy with an initial cash installment of $100,000 … would I have to make additional monthly payments for a set period of time and would I be able to immediately get a loan for the cash value of the whole life insurance policy

  • @JenniferWalker-q6i
    @JenniferWalker-q6i 3 месяца назад

    Great information how do you go about getting mentor

  • @sharriceowens913
    @sharriceowens913 6 месяцев назад

    I need a video on how to start investing with little money yall was able to borrow from whole ins because yall had alot of money already from real estate and put it into the whole ins.

    • @sharriceowens913
      @sharriceowens913 6 месяцев назад

      Not taking away from how great yall videos are but I'm single and I don't make that much money.

  • @clearaswater4424
    @clearaswater4424 2 года назад +2

    I seen this idea 10 minutes ago from.a video on IG. I want to buy my 1st house is this a good idea to use my policy?

  • @GailLongenecker
    @GailLongenecker 3 года назад +1

    more great ideas and excellent methods!

  • @maxstravagar
    @maxstravagar 11 месяцев назад

    How do I find these 20 percent deals using gap funding?

  • @ninabanks7596
    @ninabanks7596 2 года назад +1

    I’m in Ny & hv been interested in being an agent. How can I do that

  • @sspeedy3
    @sspeedy3 2 года назад

    Is this possible in UK? or is it called with-profits policy in UK?

  • @uhohotdog3483
    @uhohotdog3483 3 года назад +2

    Great Content Folks 👍

  • @treneseedwards3729
    @treneseedwards3729 3 года назад +1

    My mom and I talked about this yesterday… I will be sharing this information.. thank you 🙏🏾

  • @jeremyphillips8871
    @jeremyphillips8871 3 года назад +2

    What companies do you recommend to get whole life insurance and get the policies you are talking about?

    • @89five3five
      @89five3five 2 года назад +4

      The ones that offer dividends and have a long track record of dividend payments. These are usually the Mutual insurers. Mass Mutual, New York Life, Northwestern Mutual… etc.

    • @K1ngSur0
      @K1ngSur0 2 года назад

      Jeremy, I work with New York Life. Has the highest ratings in the industry with a 177 year history. If you have any questions, I’d be more than happy to answer all of them for you. I’m also ranked in the top 1% of all agents internationally, so you can be at peace knowing you’ll be getting only the best advice.

  • @PaulLund92399
    @PaulLund92399 3 года назад

    Great show & AWESOME content.
    Thank you.

  • @aaronrhines2888
    @aaronrhines2888 3 года назад +1

    Hey 👋 I’m new to your guys channel… I’m curious who do you guys have a policy through.. Im 34 own my own trucking company LLC and make over 6 figures a yr would really be interested to get some advice from you guys about policies and ways I could leverage my money in my favor thanks 🙏

    • @K1ngSur0
      @K1ngSur0 2 года назад +1

      Aaron, I work with New York Life. Has the highest ratings in the industry with a 177 year history. If you have any questions, I’d be more than happy to answer all of them for you. I’m also ranked in the top 1% of all agents internationally, so you can be at peace knowing you’ll be getting only the best advice.

  • @Dumboiimarcel
    @Dumboiimarcel Год назад

    Suppose if I have a 9 to 5 and decide to put my whole check in a life insurance policy will it still be taxed ? is there way I can automatically deposit it straight to my policy ?

  • @coachlowe7590
    @coachlowe7590 Год назад

    Can I fund my policies with my business?

  • @Robinhim2002
    @Robinhim2002 Год назад

    When you say "savings", are you referring to 401K?

  • @Noteworthy2024
    @Noteworthy2024 Год назад

    This is an awesome video

  • @patrickjoyner2176
    @patrickjoyner2176 3 года назад +2

    I have two policies and a substantial amount In a Heloc on my rental property about to have a Heloc on my personal property. I need help. What do I do with all this money. Lol. No but serious.

    • @IamThatDude
      @IamThatDude 3 года назад

      @patrick joynerDo you have a 1st or 2nd position HELOC? I have 1st position HELOC that I find my policy with. The money is cheaper from the bank, and the rate of return from the policy outweighs the interest on my HELOC loan.

    • @applechili2848
      @applechili2848 3 года назад

      If your policies are fully funded, then it’s time for another policy. HELOC’s are cool; however, there are better paying LOC’s when you arbitrage your policy. The money is revolving, cheaper & the interest rates are simple, no appraisals or ridiculous fees.
      Welcome to the beginning, where do I put all of this extra money!

  • @steffybee5877
    @steffybee5877 2 года назад

    This is an eye opener. Where can I get this life insurance policy from please

    • @K1ngSur0
      @K1ngSur0 2 года назад +1

      Steffy, I work with New York Life. Has the highest ratings in the industry with a 177 year history. If you have any questions, I’d be more than happy to answer all of them for you. I’m also ranked in the top 1% of all agents internationally, so you can be at peace knowing you’ll be getting only the best advice.

    • @steffybee5877
      @steffybee5877 2 года назад +1

      @@K1ngSur0 what’s your email

  • @AC-gp4ew
    @AC-gp4ew Год назад

    Great stuff!! How do you find ppl who need gap funding?

  • @CyrusWatts-uf3ku
    @CyrusWatts-uf3ku 8 месяцев назад

    Hello, I have a whole life insurance policy. I want to learn how to make money for the whole life, but I don't know nowhere to start

  • @THEPRESTIGEWORLDWIDE
    @THEPRESTIGEWORLDWIDE Год назад +3

    Whole life insurance….I can borrow as much as I want at 4% interest rate that I pay TO MYSELF and my policy. Compare that to paying 7% interest on a house, or 10+% on a car or credit card interest. No brainer.

  • @BabyJackAndJackJack
    @BabyJackAndJackJack Год назад

    I’m watching your video right now and I’m interested in doing this. I don’t have a life insurance policy at this time. But I would love to talk to you about this.

  • @ellakennedy2494
    @ellakennedy2494 3 года назад +5

    Thanks for the info as I continue to listen to you guys I get a clear picture of how Life Insurance the cash value works I have a $50,000 policy which I pay over $1000 a year I don’t see where this benefits me too use the cash value in the policy because it’s not much so it depends on how much your policy is in order to use the cash value that’s what I got from this video please comment on my message and tell me am I correct

    • @applechili2848
      @applechili2848 3 года назад +5

      Your policy is traditional.
      You need a custom designed, overfunded CWL policy.
      $1000.00, is not going to do it.

    • @ellakennedy2494
      @ellakennedy2494 3 года назад +1

      I realize that if I’m not paying $500 a month it’s not worth it thanks for the info I’m understanding much better

  • @maxstravagar
    @maxstravagar 11 месяцев назад

    What if I were to put 50k in a cash value insurance policy and I borrow against it to buy a house worth 100k and I put a 10k down payment and at closing 50k with a 20 year mortgage, can I use the policies earnings or extra money to pay off the mortgage?...would it be enough?
    Basically How much money would I take home monthly while keeping my whole life insurance policy?

  • @marycooper3304
    @marycooper3304 3 года назад +31

    I don't know who needs to hear this, you've got to stop saving money. Invest some part of it, if you really want financial freedom

    • @marycooper3304
      @marycooper3304 3 года назад +14

      Investing for today is priceless because tomorrow isn't promised, trading bit-coins, gold, silver and crypto secures a better tomorrow

    • @maryhill6657
      @maryhill6657 3 года назад +12

      Anyone who is not investing now is missing a tremendous opportunity, i really fear for a future without an investment.

    • @lizcampbell8646
      @lizcampbell8646 3 года назад +9

      A lot of people with high IQs are terrible investors because they’ve got terrible temperaments. You need to keep raw, irrational emotion under control.

    • @flaniganroger5384
      @flaniganroger5384 3 года назад +9

      That's so true, investment saves.

    • @sharonmullins1799
      @sharonmullins1799 3 года назад +10

      I understand the fact that tomorrow isn't promised to anyone, but investing today is a hard thing to do because i have no idea of how and where to invest in?

  • @GregSaucier
    @GregSaucier Год назад

    Love your videos guys. I have a whole life policy designed for this infinite banking strategy and acquiring real estate etc. But I'm also wondering about using a whole life policy to buy an existing cash flow business from a seller? Not using my policy, but actually buying the seller's business by buying a WL policy FOR the seller in the amount of his asking price for the business? What are your thoughts on this strategy and have you heard of anyone doing this? Cheers & God bless!

  • @ThomasMorris-ro7gi
    @ThomasMorris-ro7gi 7 месяцев назад

    Can you do a life insurance policy on somebody else and borrow against another person's policy

    • @WealthNation
      @WealthNation  7 месяцев назад

      Hi @ThomasMorris-ro7gi! Thank you for you viewership and your question. You are able to own a policy on anyone you have insurable interest in. Children, business partners etc. if you own the policy you decide how you want to leverage the cash value.

  • @mauricebanks8713
    @mauricebanks8713 Год назад

    Darius and Carmen, when it comes to real estate investing, what do you think about REITs?🙂

  • @Mori_Shands
    @Mori_Shands 3 года назад +5

    I needed this video because I was just asking my agent about doing this.

    • @applechili2848
      @applechili2848 3 года назад

      Most agents will not know how, what, why, etc.
      They have to understand the concept & have a major mutual company as a carrier.
      This is a specialized product; therefore, it will require a specialized team/individual IOT implement & guide you down a successful path.

    • @Mori_Shands
      @Mori_Shands 3 года назад +1

      @@applechili2848 thanks Apple Chili, my agent is actually one of the agents who works with Darius and Carmen. He answered my questions about using my policy to invest into real estate. I just thought it was timely that I asked him a question about it and Carmen and Darius did a video on it. Talk about coincidence 😂

    • @applechili2848
      @applechili2848 3 года назад +2

      @@Mori_Shands yw. Good luck on your journey & in your future endeavors.
      The sky is the limit & the limit to reaching the sky is your imagination.
      Luckily, I already own property & I’ve recently picked up a second policy, which I can’t wait to max out. Albeit, slow & steady wins the race. There is so much that you can accomplish by maximizing your internal community, then scaling out incrementally.
      The only thing better is competing with siblings or like minded friends, family & associates.
      My brother started practicing last year & it’s fun to see his progress & exponential growth.
      Besides the initial years of a given policy, the only other negative is waiting for payments to process & season.
      Again, best of luck & enjoy in great health.

  • @Lenora1966
    @Lenora1966 2 года назад

    How much cash value can you get from a $50k after about 1 year?

  • @amymcknight9944
    @amymcknight9944 3 года назад

    I would like to know how to invest in real estate.

  • @clintcallender9502
    @clintcallender9502 2 года назад

    One question, you said if you are sued nobody can touch the money. Does this also apply to divorces?

  • @lylewilliams5564
    @lylewilliams5564 2 года назад

    I just wanted to know why you would want to use an index that is properly structured as they cap at 12.5% now with certain companies. I do both depending on my investors needs

  • @joshuawilliams6153
    @joshuawilliams6153 Год назад

    M1 allows you to borrow against your securities, of course a lot riskier but it is another option.

  • @redbrickn18
    @redbrickn18 Год назад

    thanks

  • @ThomasMorris-ro7gi
    @ThomasMorris-ro7gi 7 месяцев назад

    Is there a way to instead of paying for death Benefits basically only having living benefits where you don't pay for death benefits and you just got money to invest into stuff

  • @TheRealCantaraBella
    @TheRealCantaraBella 2 года назад

    I was told that as an agent I am not allowed to recommend insurance as a tool to by real estate or college funding.

    • @bitcoindom
      @bitcoindom Год назад

      You cant recommend it. You can always provide information on how to do that though

  • @aetalley1
    @aetalley1 Год назад

    Great info

  • @allyomeally-watson3285
    @allyomeally-watson3285 2 года назад

    I am based in the UK, can you help me?

  • @AllAngieCollins
    @AllAngieCollins 10 месяцев назад

    Thank you

  • @krazykicks2608
    @krazykicks2608 Год назад

    What is a good life insurance policy

  • @radikowalski1553
    @radikowalski1553 3 года назад

    What agency for this to start with?

    • @K1ngSur0
      @K1ngSur0 2 года назад

      I work with New York Life. Has the highest ratings in the industry with a 177 year history. If you have any questions, I’d be more than happy to answer all of them for you. I’m also ranked in the top 1% of all agents internationally, so you can be at peace knowing you’ll be getting only the best advice.

  • @Vanguardnomads
    @Vanguardnomads Год назад

    If I’m 22 with about 13,000 would a 150/month plan be worth it ? And how much would I have to fund to be able to benefit

  • @TQsadventure
    @TQsadventure Год назад

    Do you have an insurance company that you recommend?

  • @tntdashow6615
    @tntdashow6615 3 года назад

    What insurance company do y’all recommend?

    • @K1ngSur0
      @K1ngSur0 2 года назад

      I work with New York Life. Has the highest ratings in the industry with a 177 year history. If you have any questions, I’d be more than happy to answer all of them for you. I’m also ranked in the top 1% of all agents internationally, so you can be at peace knowing you’ll be getting only the best advice.

  • @demetriuscarter9956
    @demetriuscarter9956 3 года назад

    Yes yes and yes!!! I have to get my weight up tho...

  • @bellindacham21
    @bellindacham21 2 года назад

    Can you talk about peer to peer investing

  • @italiadyer8841
    @italiadyer8841 3 года назад

    what insurance did you guys use?

    • @K1ngSur0
      @K1ngSur0 2 года назад

      I work with New York Life. Has the highest ratings in the industry with a 177 year history. If you have any questions, I’d be more than happy to answer all of them for you. I’m also ranked in the top 1% of all agents internationally, so you can be at peace knowing you’ll be getting only the best advice.

  • @moshar12
    @moshar12 3 года назад

    Thank you...How do I start with $1,000 - $5,000 on hand, no dep't. Not financial savvy, but want to take action instead of having this income laying in a savings account? Have the info from you, but seems the middle of this message is missing, need to grasp it.

    • @applechili2848
      @applechili2848 3 года назад

      You have to be in a good mind & financial space IOT implement this strategy. $1-5k will get you started; however, you have to pin down the concept first.
      Keep researching, reading & asking questions.

  • @jesselee6185
    @jesselee6185 2 года назад

    Any companies y’all recommend

  • @matthewpowell4356
    @matthewpowell4356 Год назад

    My whole life is only growing at 4%. My HYSA is growing at 4.25%. Why should I put money into the Whole Life instead of using my HYSA?

    • @andreskougl
      @andreskougl Год назад

      It's about using the policy. If you don't plan to ever, then the HYSA is better. If you decide you want to lend on a real estate deal, you could pull the money from the HYSA but you interrupt the compounding. If you take a loan from a WL policy instead, you don't. You earn interest in two places

  • @teesweets9361
    @teesweets9361 2 года назад

    Is this possible in the United Kingdom

  • @intromaster
    @intromaster 5 месяцев назад

    very pretty 👍

  • @anthonykavanamur.pirmin6281
    @anthonykavanamur.pirmin6281 Год назад

    Wow😮., 👍

  • @Gem1n1Speaks
    @Gem1n1Speaks 7 месяцев назад

    I wish they would respond to their subscribers. I have a big question 🙋🏽‍♀️

    • @WealthNation
      @WealthNation  6 месяцев назад

      @Gem1n1Speaks how can we help?

  • @rajbeekie7124
    @rajbeekie7124 3 года назад +1

    At the end of the day, these policies do cost a pretty penny. When you are young the mortality rates are small, when you hits the 70s, 80s, and 90s the mortality rate will drain down the cash value.
    When I was young, I was sold a variable adjustable life policy with cash value, dividends, etc. I did cash in the policy. Best decision.
    The overall return rate from such policies is effectively less than 4%. It is probably close to 3%.
    There are a whole lot better places to invest money.
    I see life insurance as a forced investment for people who lack knowledge or discipline.

    • @89five3five
      @89five3five 2 года назад +2

      WL is a replacement for bonds, not stocks especially in a low interest environment. WL is never to be used as the main source of investing.

  • @bigvilleboy3963
    @bigvilleboy3963 2 года назад

    Anyone try this in Australia ?

  • @melanieburch3606
    @melanieburch3606 2 года назад

    Absolitely

  • @artfordays
    @artfordays Год назад

    What is a good company to get Whole Life Insurance with

  • @billlewis6700
    @billlewis6700 Год назад

    What company is your policy with or what company do you recommend?

  • @FlossieMay
    @FlossieMay 11 месяцев назад

    This an IUL policy

    • @WealthNation
      @WealthNation  10 месяцев назад

      We only use whole life insurance

  • @theenlightenlove7912
    @theenlightenlove7912 Год назад

    Are you taxed on the money that you ‘borrow’?

    • @andreskougl
      @andreskougl Год назад

      No, it's a loan which isn't taxable

  • @grownlady5023
    @grownlady5023 2 года назад +5

    Once I purchase a policy is there a certain amount of time that needs to pass before I am able to take a loan against accrued cash value? Also, from your experience what's the minimum amount to pay monthly in a high cash value policy per month??? I gotta sell my husband on this you guys 🤣

    • @discipulo4ever
      @discipulo4ever 2 года назад +5

      You can access the money immediately. The issue is that you need to be patient and wait. If the policy is properly structure you get about 100% available around year #5. Before that you will see between 80 to 85%.

    • @imlistening3689
      @imlistening3689 2 года назад +1

      Hello just reaching out to see if you sold your husband on Whole Life Insurance for Investment purposes. I just started watching this videos and trying to do the same.

  • @tomau3946
    @tomau3946 2 года назад

    "Buy a house for $5,000" (in the U.S.): Around 1950, 70-75 years ago.

  • @shaqmichelle8898
    @shaqmichelle8898 2 года назад

    I thought you only could use living benefits only when you are ill