Permanent Life Insurance Part 4 Addendum: Options for Navigating Policies without Fully Exiting - podcast episode cover

Permanent Life Insurance Part 4 Addendum: Options for Navigating Policies without Fully Exiting

Dec 06, 20234 minSeason 1Ep. 60
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Episode description

Hello all! We decided to add a few details to Part 4 on Permanent Life Insurance with Jeff Bernstein (CLU, MFA-P).

While some may elect to cancel policies, there are also options for navigating policies without fully exiting, which are covered here in a quick summary:

1. APL (Automatic Premium Loan)
2. RPU (Reduced Paid-Up Option)
3. Premium Offset

beyondmdpodcast@gmail.com
jeffbernstein@seligman.ca

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