Recorded live. The example shows what could happen, not a promise of what will happen.
The family's numbers are a forecast, not a promise.
What's in the training
- The saving-and-spending cycle
- The idea behind borrowing against an asset
- A family's goals and funding example
- Walking through the family's plan
- Step 1: Find the funding
- Step 2: What you put in and what it costs
- Step 3: Applying for a policy
- What to ask the agent helping you
- Step 4: Fund the policy
Your next video
Want to see how I've done it?
I'll open my own policy and show you what I've paid in, what I've borrowed, and the charges.
You'll also see the five steps to setting up a policy around your numbers and what you want the money to do.
Show Me Your Policy ↗Watch the FLIP Policy Blueprint. No appointment required.