Policy Loans: The One Financial Move That Lets Your Money Work in Two Places at Once

How high-income professionals use a single, 160-year-old strategy to keep their money earning inside a policy — while they spend, invest, or finance with it outside.

UNIVERSAL WEALTH MANAGERS

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Policy Loans:

The One Financial Move That Lets Your Money Work in Two Places at Once

Isis B. Palicio, LUTCF, MBA

Pedro A. Palicio, MBA, Ph.D.

• Uninterrupted compounding
• No bank, no credit check
• You set the repayment terms

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