Episode #326: How to Access Cash Value with a College Funding Plan

With college expenses outpacing inflation and family incomes at unprecedented levels, the pressing issue of affording higher education without compromising financial stability has become a critical challenge for students and parents. As families across America face this dilemma, many are turning to alternative options such as strategically leveraging cash value life insurance to fund their children’s higher education.

To get the most out of this lucrative financial strategy, it’s necessary to understand the fundamental differences between various loan options and how they align with your financial goals. Learning the nuances between variable loans, fixed-rate loans, and withdrawal loans can optimize your financial planning and empower you to support your child's educational journey without compromising financial stability.

In this episode of Money Script Monday, Gabe navigates variable loans, fixed-rate loans, and withdrawal loans to guide families through their college funding process.

Resources Provided for This Episode

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About Gabe Lindemann

Gabe Lindemann is the Director of College Planning and Senior Field Support Representative at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.