Your policy will serve many different purposes over your lifetime. During our time we have seen some clients get stuck in their way of thinking and thus not utilizing their policies as much as they could be. In today’s episode Anthony and Cameron introduce our listeners to three phases of IBC: Capitalization, Utilization and the Winding Down of your Policy. For each of these phases they discuss the do’s and don’ts as well as best practices. Enjoy this week’s episode!!
Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast