Archive for August, 2012

To Pay or Not To Pay

August 20th, 2012 No comments

A relationship manager at a bank called to tell me his client asked him if he should be paying the loan interest on his life insurance policy. Good question, but where does one start? I too often witness agents, advisors and policy owners go with a gut feeling rather than perform even a simple empirical analysis of the situation. Here is how I approached this. Read more…

Categories: Life Insurance Tags: ,