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Latest Episode

The Catch Up Provision of a Whole Life Insurance Policy

The “Catch Up Provision” in the PUA rider of many whole life policies allows you to catch up with missed PUA premium from prior years. This is a critical feature with whole life insurance and, more broadly, Infinite Banking.

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The Catch Up Provision of a Whole Life Insurance Policy

Recent Episodes

Nov. 12, 2022

The Catch Up Provision of a Whole Life Insurance Policy

The “Catch Up Provision” in the PUA rider of many whole life policies allows you to catch up with missed PUA premium from prior y…

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About the Hosts

John Montoya Profile Photo

John Montoya

Show Host

John Montoya, founder of JLM Wealth Strategies, began his career in financial services in 1998 and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.

John Perrings Profile Photo

John Perrings

Show Host

John Perrings started StackedLife Financial Strategies after a 20-year career in the startup world of Silicon Valley where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.