Posts by Rachel Marshall
Why Leaving an Inheritance Is More Than Just Money
Have you ever paused to ponder the legacy you’re creating, the inheritance you’re accumulating, or the lasting impression you’re leaving behind? The question of whether you should leave an inheritance often brings up complex emotions and practical concerns. The thought can be heavy, even daunting – but it’s a conversation worth having. With a focus…
Read MoreHow Overfunding Life Insurance Boosts Your Wealth-Building Strategy
Prepare to unravel the mystique behind funding and overfunding life insurance, and the empowering concept of becoming your own banker. This episode holds the key to understanding how to fund a life insurance policy, maximize its cash value, and reap the benefits. Our human-centric approach puts you, the listener, at the forefront as we examine…
Read MoreNew Agent Licensing and IMOs
Are you a new agent or looking to join the insurance industry, and wondering exactly just how and where to get started? In today’s podcast, Bruce and Rachel will help you know how to set up your business, how to get licensed, and what you need to know about joining an insurance IMO or a…
Read MoreBecoming Your Own Banker, Part 12: Cost of Life Insurance
Get ready to rethink your thinking about the cost of life insurance and, more importantly, the process of Infinite Banking. Our journey leads us to insights from Nelson Nash’s book, giving us a fresh look at how to balance life insurance and the Infinite Banking Concept. We’ll tackle the life insurance company’s pricing strategy and…
Read MoreInterest Rates and Whole Life Insurance
Ready to gain a new perspective on how interest rates affect the economy? What about how interest rates and whole life insurance relate to each other? Let us illuminate Nelson Nash’s wisdom on adopting a lifestyle that resonates with the Infinite Banking Concept without stretching yourself too thin. We also stress the need to take…
Read MoreUsing IBC for Business, with Marcus Toal
Ever wondered how the Infinite Banking Concept (IBC) can protect your family and boost your business? That’s exactly what our client, Marcus, shares in this enlightening episode about using IBC for business. Since 2017, Marcus has leveraged the IBC to support his ventures, from real estate and flipping properties to running two unique franchises –…
Read MoreWhat Is a Lifetime Annuity and How Does It Work?
When planning for retirement, one of the biggest fears people face is outliving their money. What is a lifetime annuity? Simply put, it’s a financial contract that guarantees you’ll receive income payments for the rest of your life, regardless of how long you live. By popular demand, we will be continuing our conversations from last…
Read MoreAnnuity Strategies: The Truth About Generating Cash Flow with Annuities
Are you interested in knowing the truth about generating guaranteed cash flow with annuity strategies? Learn about the benefits and drawbacks of annuities, as well as some annuity strategies that will help you create guaranteed cash flow. Are annuities the unsung heroes of guaranteed retirement income flow, or are they just another intricate financial product…
Read MoreFinding Money in Your Business to Fund IBC
Is it possible that you have areas of inefficiency in your business or cash flow that could be better used to fund IBC? It’s time to discover some of the top inefficiencies in your business where you can recover excess money flowing out of your control. Many people have money paying for expenses that could…
Read MoreBecoming Your Own Banker, Part 11: Use It or Lose It
If you want to adopt a new financial mindset, you need new financial habits. As Nelson would say, “use it or lose it.” Today, we’re continuing the journey through Nelson Nash’s catalytic book, “Becoming Your Own Banker,” and discussing the role of habit, the power of habit, and what financial habits you need to implement if…
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