WHOLE LIFE INSURANCE- THE CASH VALUE QUESTION 

Most people think borrowing from their whole life insurance is a smart move - after all, it's "your money," right? But what they don't realize is how it affects their death benefit, their tax situation, and their overall wealth-building strategy.

In this week's video, I break down a real client situation where keeping the insurance intact and repositioning home equity was the better play. Watch the complete video below to see how looking at your household blended interest rate changes everything about this decision.

Remember: strategy beats rate, always.

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