Episode 6 IBC Policy Design


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Mar 01 2023 40 mins  

In this Episode, Joe and Ty talk through some of the elements of policy design. You want to educate yourself on the different ways police are designed and understand they are not cookie-cutter solutions. They are designed based on family needs, cash accumulation desire, insurance, and IRS guidlines as well as to accomplish different strategies. two people can have IBC policies that are good but both are designed differently.

If you have a policy you would like us to review or have a question or comment for us. email us at.

[email protected]

Tyrone Harvey
www.wealthbridgepodcast.com/contact-us
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