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The Wealth Without Wall Street Podcast

By Russ Morgan CFP® & Joey Muré



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IBC Round Table - Direct VS Non-Direct Recognition

• 30 min

On this week's episode of the round table, the guys ask an important question: If you start a policy, do you want your dividend to be affected if you take a loan against the policy or not? Joey and Ernie dive deep into the differences between direct and non-direct recognition and compare how both are similar to using different clubs at the golf course. If you're a numbers oriented person, this might be the topic that has prevented you from getting a policy in the past. Therefore, this episode will help push you towards a more definitive answer of which policy would work best for you. Let's belly up to the table! Want to go even deeper into the conversation? Join our IBC Inner Circle Group membership and gain access to our live podcast recordings, interactive Hot Seat guests on the topics, and exclusive QandA sessions with other members and our coaches.

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