Becoming Your Own Banker, Part 21: Cost of Acquisition

Cost of Acquisition

Financing costs are much more than just interest rates. First, there is the time required to obtain the financing, and then, often numerous steps to qualify and negotiate. This financing is very expensive when you account for the number of executives whose time is required for the endeavor. Infinite Banking overcomes this cost of acquisition,…

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Marshall Family Banking System, Pt. 4

Marshall Family Banking System Pt. 4

Want to see the real-time historical performance of the Infinite Banking Concept?  Usually, when you hear about policy performance, it’s from looking at illustrations. But illustrations aren’t “performance,” they are projections of future growth, based on current dividends and interest. That’s why we love getting the opportunity to share the actual historical performance of Infinite Banking…

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Becoming Your Own Banker, Part 20: How to Live on Purpose

live on purpose

Are you unhappy with your job because you want more fulfillment and meaning out of life? Most people think retirement is the answer. But rather than delivering on its promises, retirement is a trap. Instead, you must learn to live on purpose. Prepare to unearth the secrets of living a life of purpose and financial…

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Becoming Your Own Banker, Part 19: The Retirement Trap

Retirement Trap

Prepare to see retirement in a new light as we dissect the traditional financial paradigm and question the perceived desirability of retirement. We promise to challenge your current beliefs and open your eyes to the pitfalls of relying solely on government plans for a secure financial future, and why we call it the retirement trap.…

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Seven Generations Legacy Book Launch

Seven Generations Legacy

In this episode, we discuss how our new book, “Seven Generations Legacy,” serves as a guide to creating a lasting legacy for future generations. The discussion emphasized the significance of leaving behind more than just material wealth.  In the world of wealth management and estate planning, the term “legacy” is often used to refer to…

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