To see if you qualify for Inclined new 4.99% intro rate, you can reach out to Brenda or Izzy at Inclined below:
Keep in mind that Inclined only collateralizes policies from True Mutual Companies (Guardian, Mass Mutual, New York Life, and Penn Mutual).
If you have policies from the other Mutual Holding Companies, I strongly suggest that you request an AI-Policy-Xray and AI-Borrowing-MRI from Hutch to see if a 1035 Exchange into one of these True Mutual Companies would be beneficial for you. We have a number of these cases working now where we are finding that a 1035 into a Mass Mutual High Early Cash Value policy or 10-Pay provides comparable early cash with substantially better long-term cash value performance.
You can also just email Hutch directly at Hutch@BankingTruths.com
Contact Izzy or Brenda below to access to these new low rates: