Life Success & Legacy

Life Success & Legacy


Convertible Terms. Why are they important?

December 15, 2023

In this episode, we discuss convertible terms. We’ve touched on this topic several years ago and felt a refresher was in order. Take a listen to see how the Life Success & Legacy team coaches our clients on how to integrate convertible terms into their Infinite Banking strategy. Also, listen to some personal stories on why the team finds them so valuable.



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