Episode Details

When it comes to IBC, it’s important to have a clear understanding and vision for your policy. This can be difficult when you have some agents that lead with illustrations and promise amazing returns.

In this week’s episode, the fellas guide you through some of the areas that trip people up when it comes to IBC. Should you be concerned about the dividend rate? Should you even consider an IUL? What’s the difference between guaranteed and non-guaranteed cash value? Which should I care about?

Depending on the agent, the answers to these questions and the advice they give you can be vastly different. Make sure to tune in and get this info from true IBC practitioners - so you can have a better idea of how to manage your policy in the beginning and beyond!

Episode Highlights:

0:00 - Introduction

0:29 - Beginning of the episode

3:02 - Little update on the monthly live call!

4:55 - Guaranteed cash value and non-guaranteed cash value

10:09 - Quick dividend review and how it plays into illustrations

16:05 - Don’t trip on the details - especially dividend rate

20:42 - For all you prospective IUL users

24:09 - Another look at Human Life Value

30:29 - Episode wrap-up

Join us on February 16th at 7pm Central time for a live Q&A with Paul and Dave! Register here:

https://us06web.zoom.us/meeting/register/tZIkd-ioqDspEtCvgXUz6_tETGYVCUNpI9vf

Is IBC for you? Use this link to schedule and intro call with us: 

https://calendly.com/dave-743/wealth-warehouse-intro-call

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com