Info Sheets & Case Studies
For Advisors
For Policyowners
Inclined in the News
iLOC Eligibility Requirements
Current borrower and policy requirements for the iLOC
Client Story: Edward's iLOC
Opening an iLOC traded frustration for flexible liquidity
Client Story: Investing with an iLOC
Matthew uses his iLOC to take advantage of unique investment opportunities
Direct Recognition Policy Loan Analysis
Learn about the cost of borrowing using a direct recognition policy loan
Northwestern Mutual Policy Loan Analysis
Learn about the cost of borrowing using a NM policy loan
Client Story: iLOC for Home Renovations
Janis and Jon used their iLOC to remodel their forever home after retiring
Client Story: Jeremy's Business iLOC
Jeremy accessed his cash value to switch careers and become a Financial Advisor
Client Story: Jillian's iLOC Builds Wealth
How a traveling nurse uses her iLOC to build her family's wealth by investing in real estate
Client Story: Decision to Buy Whole Life
Mike decided to buy whole life after learning how the iLOC makes insurance cash value accessible
Client Story: Freedom to Retire
Linda used her iLOC to pay off her home and set herself free from rising insurance costs
Smarter Premium Payments
Learn how an iLOC can help save money on life insurance premium payments
Linda used her iLOC to pay off her home and set herself free from rising insurance costs so she can retire
Advisor Portal Video Tour
Learn how to navigate and use the Inclined Advisor Portal
Inclined Client Brochure
Information about Inclined and the iLOC for your clients
Brochure for Advisors
A web-friendly version of our trifold brochure explaining the highlights of Inclined
Intro to Inclined Webinar
A presentation for Financial Advisors about the iLOC and Inclined's Process
Webinar Conversation With Keith Wagner
Keith discusses Policy Loans vs. Third-Party Lending with Inclined CEO Josh Wyss
Webinar Conversation with Bobby Samuelson
Bobby discusses the power of cash value collateralized lending for clients
Webinar with Tom Wall of Whole Life Masterminds
Positioning the liquidity of whole life helps Advisors at the point of sale
Inclined Brochure for Policyowners
A web-friendly brochure about Inclined and the iLOC
24x7 Customer Help Center
Get answers to common questions about applying for and using an iLOC
Webinar: All About the iLOC
Curious about an iLOC? This 20-min webinar has the answers you need
Inclined Overview for Policyowners
Printable overview of Inclined and the iLOC for clients
Crunchbase
Sector Snapshot: Insurtech Funding Is Way Down, But AI Is Still Driving Some Big Deals
Insurtech Insights
Inclined Raises $8 Million Series B to Streamline Liquidity Access for Whole Life Insurance Policyholders
Exclusive: Insurtech Startup Inclined Raises $8M For Offering That Was ‘Historically Reserved For The Wealthy’
BusinessWire
Inclined Raises $8M Series B to Simplify Liquidity Access to Whole Life Insurance
American Banker
Best Places to Work in Fintech 2024
The Life Product Review
The Power of Cash Value Collateralized Lending
Fintech Global
Inclined lands $15m to help policy holders access life insurance equity
TechCrunch
Insurtech goes niche
Inclined Announces $15 Million Series A Funding Round
Fintech opens up a market for banks: Lending against life insurance
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