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Ep. 188 - 5 Principals of IBC
Ep. 188 - 5 Principals of IBC

Getting back to the basics of WHY Nelson created IBC and what we have done to forget that.

Audio Production by Podsworth Media - https://podsworth.co…

3 years ago

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Ep. 187 - Pay Taxes or Avoid Taxes? (Re-Broadcast)
Ep. 187 - Pay Taxes or Avoid Taxes? (Re-Broadcast)

(Re-broadcast; originally aired November 19, 2019.)

In this episode, I lay out when it may be wise to buy something to avoid taxes and when it may be…

3 years, 1 month ago

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Ep. 186 - How to Introduce IBC to Friends and Family
Ep. 186 - How to Introduce IBC to Friends and Family

It's not easy sharing something new, but here are some tips for ya. I sure hope they help.

Audio Production by Podsworth Media - https://podsworth.co…

3 years, 1 month ago

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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.

Audio Production by Podsworth Media - https://podsworth.com 

3 years, 1 month 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…

3 years, 1 month 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…

3 years, 2 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…

3 years, 2 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…

3 years, 2 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 …

3 years, 2 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, 2 months ago

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