1. How we're paid

The Cash Compound™ is a general insurance agency. The licensed agent who sells a policy is paid a commission by the insurance company. When one of our agents sells a policy, The Cash Compound also receives an override from the insurance company.

2. No securities or investment advice

The Cash Compound is not registered with FINRA, and we don't offer or sell securities. Nothing on this site is securities or investment advice.

3. Policy loans and taxes

A policy loan is a loan from the insurance company, secured by your policy's cash value. Loans accrue interest, and any unpaid loan and interest affect your policy's values and benefits. Policy loans are generally not taxable if the policy isn't a modified endowment contract (MEC) and stays in force, but a lapse or surrender with a loan outstanding can create taxable income. Tax treatment depends on your policy and your situation. We don't give tax advice, so talk with a tax professional.