Podcast Episodes
Back to SearchCan 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 …
11 months, 2 weeks 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-ca…
11 months, 2 weeks 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 …
11 months, 2 weeks ago
Tour Our Marshall Family Private Family Banking System, Pt. 2
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…
11 months, 3 weeks 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 abo…
11 months, 3 weeks 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 t…
11 months, 3 weeks 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…
11 months, 3 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 happen…
11 months, 4 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,…
1 year ago
How Tariffs Impact Your Wallet (And Why It Matters More Than You Think)
If you've ever tried leading a Zoom call while your screen goes black mid-sentence, you know the feeling of being out of control. That’s how many of …
1 year ago