Podcast Episodes
Back to SearchShould You Put All Your Income Into a Whole Life Policy? Here’s What You Need to Know
It started with a bold question that showed up in a public comment: "If infinite banking is so powerful, why wouldn't I just put all my income into a whole life policy?" That single comment sparked a…
Published on 6 months, 3 weeks ago
Can You Deduct Life Insurance Premiums? The Truth Every Business Owner Needs to Know
Recently, Bruce shared a story that perfectly illustrates unexpected life challenges—his basement flooded, turning a peaceful Easter weekend into an emergency cleanup session. Just as unexpected prob…
Published on 7 months ago
Infinite Banking Concept (IBC): The Golden Key that Unlocks Your Financial Life
https://www.youtube.com/watch?v=0AIoJylhZNI The Infinite Banking Concept is a financial strategy, first codified by R. Nelson Nash, that uses high-cash-value, dividend-paying whole-life insurance so …
Published on 7 months ago
How to Start a Family Bank: Insights from John Moriarty
Interested in finding out how to start a family bank? Today, Bruce and I talk with our friend and colleague, John Moriarty, Founder and President of e3 ConsultantsGROUP. https://www.youtube.com/watch…
Published on 7 months, 1 week ago
Tour Our Private Family Banking System
Do you want to build a family banking system that will provide capital to you and future generations? Come see behind the scenes as we talk about our Marshall Family Bank in real-time. https://www.yo…
Published on 7 months, 1 week ago
Estate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family
When we first started talking about estate planning with life insurance, it was because we saw a massive disconnect in how families were thinking about their wealth. Not just the numbers. But the pur…
Published on 7 months, 1 week ago
The 3 Components of Infinite Banking Policy Design: Base, PUAs, and Term
Bruce Wehner discusses the primary components of infinite banking policy design: base premium, paid-up additions riders, and term riders. Following the principles laid out by Nelson Nash in Becoming …
Published on 7 months, 1 week ago
Leveraging Policy Loans in Infinite Banking: A Strategic Guide
https://www.youtube.com/watch?v=V8y-QLv01jI Have you heard about Nelson Nash’s Infinite Banking strategy, and how to become Your Own Banker, and want to learn more? Or maybe you’re already using Infi…
Published on 7 months, 2 weeks ago
The Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?
What do the St. Louis Rams and Prince have in common? Their stories illustrate the pros and cons of ILIT insurance - or, more accurately, what happens when estate planning tools like an ILIT aren’t u…
Published on 7 months, 2 weeks ago
Is Cash Value Life Insurance Enough for Retirement?
Today, Bruce and I want to unpack a question we frequently encounter: Is cash value life insurance enough for retirement? It’s a compelling question, but one without a simple yes or no answer. The ef…
Published on 7 months, 3 weeks ago