by Isis Palicio | Jul 21, 2020 | Blog
According to the Social Security website, some of you have to pay federal income taxes on your Social Security benefits. This usually happens only if you have other substantial income in addition to your benefits (such as wages, self-employment, interest, dividends...
by Isis Palicio | Mar 3, 2020 | Blog
Paid-up additions are a key component in the design of high cash value participating whole life policies, also known as IBC Banking policies, and directly responsible for the growth of the cash value. In this blog we are going to concentrate in the definition of...
by Isis Palicio | Sep 10, 2019 | Blog
Financial self-reliance: the ability of a person, place or institution to endure successfully without additional financial support from government or other agencies. From earthquakes in California, tsunamis in Indonesia, hurricanes in the Caribbean, and drought in...
by Isis Palicio | Aug 1, 2019 | Blog
There is a lot of confusion in internet blogs about borrowing or taking a loan from your IBC/Banking policy. Let us make it absolutely clear that when you take a loan from your IBC policy what you are receiving is money from the general account of the insurance...
by Isis Palicio | Jul 8, 2019 | Blog
Those of you familiar with Nelson Nash’s “Becoming Your Own Banker” know that to obtain efficiency in the generation of maximum cash values in your IBC policy, you should design it as close as possible to the MEC line. On the other hand, if you follow Nelson’s...
