The Main Street Code - How a $2M Life Insurance Policy Nearly Vanished—and What Saved It - S7E4 скачать в хорошем качестве

The Main Street Code - How a $2M Life Insurance Policy Nearly Vanished—and What Saved It - S7E4

Welcome to The Main Street Code for Financial Success! In this episode of The Main Street Code for Financial Success, Neil Himmelstein shares the story of a 90-year-old client whose $2 million survivorship life insurance policy was on the verge of collapse. What started as a simple billing question turned into a deep dive into policy performance, rising insurance costs, and life settlements. Neil explains how the policyholder could have lost everything—and how smart planning, strategic negotiations, and tax knowledge turned a $350,000 offer into a $500,000 tax-free payout. Learn what you need to know about managing old life insurance policies before it’s too late. Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group. Catch episodes on YouTube, Spotify & Apple Podcasts. Visit ⁠www.themainstreetcode.com⁠ for more information.