What You'll Learn
Learn about the various types of life insurance, and the pros and cons of each, so you can make a more informed decision.
Learn what to expect throughout the policy design, underwriting, and life insurance planning process so you're not surprised or disappointed by the life insurance planning process.
Learn how life insurance planning strategies, like infinite banking, work in the context of financial planning so you can make a more informed decision.
And, learn how custom whole life insurance and infinite banking work in the real world with client case studies.
Life Insurance Types
The Policy Design And Underwriting Process
Learn more about how the policy design and underwriting process works at Monegenix®
Infinite Banking
Learn how infinite banking applies to whole life insurance, and how to correctly implement it in your long-term financial plan.
Results
Read client case studies and learn how infinite banking and custom whole life insurance is working right now in real-world scenarios...
Infinite Banking:
Financing Major Purchases
Learn how Madeline finances major purchases and grows her savings at the same time, without making any personal sacrifices or taking unnecessary risks.
Infinite Banking:
Protecting A Nest Egg
Learn how Tim protects his nest egg from the volatility of the stock market.
Infinite Banking:
Multitasking With Money
Learn how Sandra and James are planning for their child's future education needs as well as their own retirement without making any personal sacrifices.
The Next Step
If you’re ready to make a comprehensive life insurance plan, and build real financial security, then click the link below to schedule a video meeting with me to discuss your options.
