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Ep. 185 - Whole Life Myths vs. Reality
Ep. 185 - 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

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Ep. 184 - Policy Loan Rate Changes
Ep. 184 - 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

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Ep. 183 - From the Horse's Mouth: Clay Summers Interview
Ep. 183 - 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

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Ep. 182 - Are You Too Old, Key-Man Policies, & Buy-Sell Policies
Ep. 182 - Are You Too Old, Key-Man Policies, & 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

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Ep. 181 - James Neathery Interview: Two Passionate IBC Practitioners
Ep. 181 - 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

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Ep. 180 - Life Insurance & CDs as Collateral for Bank Loans
Ep. 180 - 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 …

2 years, 11 months ago

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Ep. 179 - 1035ing Cash Value
Ep. 179 - 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

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Ep. 178 - Inflation & Your Future Income
Ep. 178 - 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

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Ep. 177 - Why Funeral Planning is Important
Ep. 177 - 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

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Ep. 176 - Who Makes Your Decisions?
Ep. 176 - Who Makes Your Decisions?

So many folks are being told what they should or shouldn't do with their land. Some even want gov't regulation. Do we really want gov't involved? ...…

3 years ago

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