Revisiting Aggressive Policy Design
This week we’re back on a question that comes up all the time in Boot Camp: how aggressive should your policy design actually be? We’re all for putting a policy to work right away, whether that means paying down debt or covering everyday expenses, but ultra-aggressive design is where we draw the line. We go through several examples, including a few from our own experience, and no one on the Life Success & Legacy team designs policies this aggressively. Ours typically run even more conservative than several of Nelson’s examples. Worth a listen as you decide how to design your policies.
Podcast: Play in new window | Download
Subscribe Apple Podcasts | Spotify | RSS