Please note: Just like CliffsNotes from high school and college, our Unofficial Guide is not meant to replace a careful reading of the original text. In fact, we highly recommend reading the book. The best place to order your very own copy is here.
All guarantees are based on the claims-paying ability of the insurer. Dividends are not guaranteed. The presenter(s) is not a licensed tax professional and this information is not to be construed as giving specific tax or planning advice. Tax laws are subject to change.
Excess policy loans can result in termination of a policy. A policy that lapses or is surrendered can potentially result in tax consequences. Your results will be different from any discussed here, as each policy is custom tailored.
Bank On Yourself® is a registered trademark owned by Hayward-Yellen 100 Ltd Partnership and is used with permission of the trademark owner here. This information represents the opinions of Amanda and Brandon Neely and not of Bank On Yourself or Pamela Yellen. Pamela Yellen and Bank On Yourself and its affiliates, directors, officers, and employees are not responsible for any errors and omissions, or for the results obtained from the use of this information and will not be held liable for any direct, special, indirect, incidental, consequential, punitive, or other damages related to the use of this information.