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Velocity Banking, Term Riders, IBC® Prep & Banking Control (BWL Q&A #51)
In today's Banking With Life Q&A, James answers questions such as, "Why dismiss velocity banking if it helps set the table for IBC?", "Is using a one-year renewable term rider a bad idea?", "What’s the core issue with refinancing and losing control of the banking function?", and more! As always, we hope you enjoy and thank you for listening!
1. 0:22 - Refinancing now—lack of banking control is the real issue.
2. 2:12 - Should a one-year renewable term be part of a policy?
3. 5:52 - Why dismiss velocity banking as a bridge to IBC?
4. 25:07 - Appreciate BWL—great service and genuine support!
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Disclaimer:
All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.
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