$10,000 Policy Deposit | Flexible Funding Strategy

In today’s video we discuss the different ways we can fund our life policy. Whether we have Whole Life or Indexed Universal Life, our focus should be on building the cash value as quickly and efficiently as possible. That cash value account can fund our future large purchases, business opportunities or investments; all the while growing compound interest in the background with no opportunity cost. We call this the Foundational Asset for this reason. That said, some of my clients wish to have more flexible funding strategies especially during their first year. In today’s video we explore what I’m doing with my own policy and how I’m funding on a scheduled and unscheduled basis for maximum convenience and flexibility.