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Ep. 302 - Risks of Transferring Policies to Kids

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Manage episode 483002435 series 3265140
Content provided by Mary Jo Irmen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Jo Irmen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode we explore the often-overlooked topic of transferring ownership of life insurance policies from parents to children. Let's unpack the risks, responsibilities, and strategic considerations of gifting these policies, while emphasizing the importance of education and control in building generational wealth through infinite banking.

Audio Production by Podsworth Media - https://podsworth.com

  continue reading

303 episodes

Artwork
iconShare
 
Manage episode 483002435 series 3265140
Content provided by Mary Jo Irmen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Jo Irmen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode we explore the often-overlooked topic of transferring ownership of life insurance policies from parents to children. Let's unpack the risks, responsibilities, and strategic considerations of gifting these policies, while emphasizing the importance of education and control in building generational wealth through infinite banking.

Audio Production by Podsworth Media - https://podsworth.com

  continue reading

303 episodes

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