
Why We Started Our Policies (and How We Funded Them)
About this episode
Clients ask us this all the time: how many policies do you actually have, how did you fund them, and do you really need more than one? In this episode, we go through our own systems and provide an overview of why we started each one, and the reasoning behind adding more.
The post Why We Started Our Policies (and How We Funded Them) appeared first on Life Success Legacy.
Get every episode summarized
Each time Life Success & Legacy publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Life Success & Legacy

Annual Prepaid Interest
Life Success & Legacy

Revisiting Aggressive Policy Design
Life Success & Legacy

Interview with Mike Everett – 2026 Edition
Life Success & Legacy

Interview with Andrew Dalager
Life Success & Legacy