Premium Deposit Fund & Equitable Client Access Updates
Premium Deposit Fund & Equitable Client Access Updates
What Is the Premium Deposit Fund? (start at 00:10 min)
- Learn how the Premium Deposit Fund works as a side account linked to your policy.
- Understand why different life insurance companies use different names (Edo, PUA Rider, ADO, etc.) but offer similar mechanics.
Why Use a Premium Deposit Fund Instead of a Bank Account? (start at 2:30)
- Consider how a Premium Deposit Fund can support consistent savings habits.
- Explore why many Infinite Banking clients prefer it over traditional banking.
- Hear live audience insights that may reflect your motivations.
Building Habits That Grow Your System (start at 7:06)
- Hear how clients like Dan Allen use the Premium Deposit Fund to “pay themselves extra” even when policies are full.
- Get inspired by Nelson Nash’s philosophy on growing your system when your mindset is ready.
Visibility & Control Inside the Client Portal (start at 10:37)
- See where to locate your premium deposit fund balance in the Equitable portal.
- Learn how to give clear instructions to the insurance company.
GIA vs. PDF: What's the Difference? (start at 13:42)
- Curious about Equitable’s GIA option?
- Learn when it might be a better fit than the Premium Deposit Fund and when it’s not.
Reinforce the Infinite Banking Habit (start at 18:00 mins)
- Discover how the PDF can support your system-building, even if you’re not ready for another policy.
- Learn how to spot the signs that it’s time to expand your banking system.