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Ep. 102 - Whole Life Myths vs. Reality
Let's break down some myths that I have been hearing about lately.
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2 years, 10 months ago
Ep. 101 - Policy Loan Rate Changes
Here is how the policy loan rate changes are determined and, by contract, when they can change. Also a little bit on how loan rate interest is figure…
2 years, 10 months ago
Ep. 100 - From the Horse's Mouth: Clay Summers Interview
Rarely, if ever, do we get to hear from someone internal to a life insurance company. Clay shares some great insights on why a company may not like a…
2 years, 11 months ago
Ep. 99 - The Value of Blue Collar Jobs & Trades
If you are blue collar or in the trades, do you know your value? So many do not, and I am here to tell you, you have value, and you need to start rec…
2 years, 11 months ago
Ep. 98 - Are You Too Old, Key-Man Policies, and Buy-Sell Policies
Many people think they are too old to start Infinite Banking, which is not true. Also, that ties into when we should be buying a policy on mom or dad…
2 years, 11 months ago
Ep. 97 - James Neathery Interview: Two Passionate IBC Practitioners
It was super fun talking to one of the IBC Practitioners I look up to, James Neathery. He knew Nelson very closely, so I wanted to visit with him abo…
2 years, 11 months ago
Ep. 96 - 1035ing Cash Value
What does 1035 mean and how does it work? Also, I include my suggestions for why you should NOT 1035 a policy and why you SHOULD question your agent …
3 years ago
Ep. 95 - Life Insurance & CDs as Collateral for Bank Loans
Collateral assignments on whole life policies are not a great option if you want to maintain control. Also, the strategy of using a CD as collateral …
3 years ago
Ep. 94 - Inflation & Your Future Income
Inflation truly is the silent thief, and people don't understand how it affects how much money we need saved, what rates of return we need to earn to…
3 years ago
Ep. 93 - Why Funeral Planning is Important
Since we talk about death a lot on this podcast, let's address why you should be funeral planning for locked-in costs and peace of mind for your love…
3 years ago