How to execute the Investment Optimizer strategy |

[@ShamolChandra44]

Thanks for clearing up the confusion around the Investment Optimizer strategy! This video sounds perfect for anyone who wants to get the most out of it. Definitely going to check out the Investor Quiz too.

[@bearvault4086]

It sounds this is for only with real money, Can i get a policy of 10k a year for 5 year consistently and not get a loan yet, let it mature there and use the strategy after that, since i dont need it for short term,

[@christianallen37]

Great question! Yeah, we tend to speak in terms of our averages but you could certainly do the plan you stated. Even better, you don’t need to wait for 5 years to borrow and use it for investing. . . That can happen anytime you have cash value in the policy, even if it’s only 10 grand. It could also make sense to wait and let it grow if you’re not finding investments you like at the lower amounts.