Episode 60: “Liquidity Stinks”
May 25, 2020
Nate outlines how something that could have 100% liquidity might actually not be as liquid as you think!
Here are just a handful of the things that we'll discuss:
- Liquidity in retirement
- True liquidity versus technical liquidity
- Math of gains and losses
- #1 rule of investing – Warren Buffet
*Liquidity is generally in the form of policy loans and withdrawals. Policy loans are subject to interest charges. Adverse tax consequences may result if withdrawals exceed premiums paid into the policy. Withdrawals or surrenders made during a surrender charge period will be subject to surrender charges and may reduce the ultimate death benefit and cash value. Long term care (LTC) riders are not available on all index universal life products and may not be available in all states. Addition of the LTC rider may require an additional fee and LTC riders are subject to eligibility requirements.