90‑day rule

concept
3 mentions 1 recordings first heard Aug 2026 last heard 6 Aug ±0 this week

Rule limiting loan frequency to protect policy cash value

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Vance LowePrivate Banking Strategies · The First 90 Days: How to Activate Your Family Bank | Episod... · 17:28 · 6 Aug
…We've never had that happen because all of our clients adhere to that 90-day rule.…
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Vance LowePrivate Banking Strategies · The First 90 Days: How to Activate Your Family Bank | Episod... · 16:56 · 6 Aug
…We try to liquidate actual banking accounts and move it into our policies under what's called a 90-day rule.…
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Vance LowePrivate Banking Strategies · The First 90 Days: How to Activate Your Family Bank | Episod... · 16:53 · 6 Aug
…We teach people what's called the 90-day rule.…
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