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Are you familiar with Cash Flow Banking? CFB is place where you can overfund a cash value policy so it's protected from liability, bankruptcy and from downsides in the market all while being accessible. Have you heard of PUA's (Paid Up Additions)? Do you know and understand the fees connected to a CFB policy and how to mange and navigate them? Dale Clarke, the "Human ATM" joins us for this episode of Ask the Money Nerds. Together we answer Jacob's question and give you the scoop on Overfunded Whole Life Policies.
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