We often have clients that run this strategy by their accountants or financial planners- we typically get some odd feedback that demonstrates a complete and fundamental lack of understanding of whole life insurance as a product.
This generally doesn't come from a place of malice, but simply from lack of understanding. We're often successful at educating those professionals and seeing a switch in their attitude toward the product as a valuable addition to their client's financial plan.
"The Infinite Banking Concept is a major paradigm shift for most folks. it will require a several thorough readings for a full understanding of its message. The concept is not complicated, it is just different from the way the majority thinks and behaves. In fact, it is the ultimate in simplicity". -R. Nelson Nash, Becoming Your Own Banker, Unlock the Infinite Banking Concept.
Connect with Doug MacKenze:
Website: Control Capital Solutions
Email: dmackenzie@controlcapitalsolutions.com
Connect with john Fox Ward:
Website: Nash Cashflow - The Nash CashFlow Group
Email: John@nashcashflow.com
