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Episode 36: HENRY Series Pt. 5 – HENRY Slipping the Knockout Punches

Dec 9, 2019

To finish the HENRY series, Nate explains how a properly structured life insurance policy could help alleviate structural, market, and tax risks.

Here are just a handful of the things that we'll discuss:

  • Structural Risk
  • Market Risk
  • Tax Risk
    • Tax Deferred and Tax-Free Income
  • How do you properly structure IUL’s?
  • How the fee structure works with an IUL.

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