Remaining PUA Premium, Practicing IBC® Living Abroad, & Is 65 Too Late? (BWL Q&A #47)

Remaining PUA Premium, Practicing IBC® Living Abroad, & Is 65 Too Late? (BWL Q&A #47)

Author: James Neathery August 16, 2024 Duration: 31:16

In today's Banking With Life Q&A, James answers questions such as, "Does leaving Medicare affect my existing life insurance policy?", "Is it harder to get or keep a life insurance policy as a U.S. citizen living abroad?", "Is 65 too late to start Infinite Banking?", and more! As always, we hope you enjoy and thank you for listening!

1. 0:22 - Does leaving Medicare affect my existing life insurance policy?

2. 1:36 - Does my remaining PUA premium contribute to both death benefit and cash value?

3. 4:57 - Using a SEP IRA to pay off a high-interest loan through a policy?

4. 12:56 - Is it harder to get or keep a life insurance policy as a U.S. citizen living abroad?

5. 19:37 - Is borrowing against a whole life policy at lower rates better than traditional bank loans?

6. 25:35 - Is 65 too late to start Infinite Banking?

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

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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.


James Neathery hosts the Banking With Life Podcast, a series that digs into the practical and philosophical foundations of personal finance. This isn't about quick stock tips or fleeting market trends. Instead, the conversation centers on the concept of Infinite Banking, exploring how individuals can understand and leverage principles of finance historically used by institutions. Each episode unpacks the mechanics, the economic theories that inform them, and the historical context that brought these ideas to the forefront. You'll hear detailed discussions on building financial independence by becoming your own source of capital, examining the system not just as a set of rules but as a framework for generational wealth and security. The tone is educational yet conversational, aimed at demystifying complex topics for anyone serious about taking deliberate control of their financial narrative. Tune in for a deep, thoughtful exploration of money, systems, and sovereignty that challenges conventional banking wisdom.
Author: Language: English Episodes: 100

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