Do Accountants/CFP’s Understand Whole Life Insurance?
We often have clients that run this strategy by their accountants or financial planners- we typically get some odd feedback that demonstrates a complete and fundamental lack of understanding of whole life insurance as a product.
This generally doesn’t come from a place of malice, but simply from lack of understanding. We’re often successful at educating those professionals and seeing a switch in their attitude toward the product as a valuable addition to their client’s financial plan.
“The Infinite Banking Concept is a major paradigm shift for most folks. it will require a several thorough readings for a full understanding of its message. The concept is not complicated, it is just different from the way the majority thinks and behaves. In fact, it is the ultimate in simplicity”. –R. Nelson Nash, Becoming Your Own Banker, Unlock the Infinite Banking Concept.
Connect with Doug MacKenze:
Website: Control Capital Solutions
Email: dmackenzie@controlcapitalsolutions.com
Connect with john Fox Ward:
Website: Nash Cashflow – The Nash CashFlow Group
Email: John@nashcashflow.com