LIFE INSURANCE PLANNING

The life insurance planning process
Life Insurance Types
The Policy Design And Underwriting Process
Infinite Banking
Results
The Next Step

What You'll Learn

  • The three basic types of life insurance, and the pros and cons of each, so you can make a more informed decision;
  • 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;
  • How life insurance planning strategies, like infinite banking, work in the context of financial planning so you can make a more informed decision; and,
  • How custom whole life insurance and infinite banking work in the real world with client case studies.

Life Insurance Types

  • Whole Life Insurance
    A combination of permanent, guaranteed, savings and life insurance. Learn More >>>
  • Term Life Insurance
    A temporary, guaranteed, life insurance policy with no savings. Learn More >>>
  • Universal Life Insurance                              A combination of term life insurance and investment options. Learn More >>>

The Policy Design And Underwriting Process

Learn more about how the policy design and underwriting process works at Monegenix®

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Infinite Banking

Learn how infinite banking applies to whole life insurance, and how to correctly implement it in your long-term financial plan.

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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.

READ THE CASE STUDY

Infinite Banking:
Protecting A Nest Egg

Learn how Tim protects his nest egg from the volatility of the stock market.

READ THE CASE STUDY

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.

READ THE CASE STUDY

The Next Step

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