The $100,000 Mistake Hidden in His Life Insurance Policy (How I Fixed it)

My client was ready to commit $84,000 a year into a life insurance policy designed by another agent, until I discovered an issue his agent missed. In this video, I break down the $100,000 mistake hidden inside his policy, how it happened, and what I did to give him his desired policy design.

00:00 The Importance of Understanding Insurance Policies
03:04 Analyzing Policy Illustrations and Contributions
06:03 Comparing Policy Designs and Contributions
09:02 Client-Centric Policy Design
11:58 Maximizing Policy Efficiency
15:00 Long-Term Financial Planning with Insurance
17:58 The Role of Flexibility in Insurance Policies

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*This video is for entertainment purposes only and is not financial or legal advice.

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