Posts by Rachel Marshall
The 3 Components of Infinite Banking Policy Design: Base, PUAs, and Term
Bruce Wehner discusses the primary components of infinite banking policy design: base premium, paid-up additions riders, and term riders. Following the principles laid out by Nelson Nash in Becoming Your Own Banker, we review the concepts for designing a whole life insurance policy for the Infinite Banking Concept. When Bruce’s father took out a whole…
Read MoreLeveraging Policy Loans in Infinite Banking: A Strategic Guide
Have you heard about Nelson Nash’s Infinite Banking strategy, and how to become Your Own Banker, and want to learn more? Or maybe you’re already using Infinite Banking, but would like to explain it better. Today, we’re unpacking the truth about the Infinite Banking Concept and the strategy of using life insurance policy loans. If…
Read MoreThe Pros and Cons of an ILIT: Is It the Right Move for Your Legacy?
What do the St. Louis Rams and Prince have in common? Their stories illustrate the pros and cons of an ILIT—or, more accurately, what happens when estate planning tools like an ILIT aren’t used at all. They both became cautionary tales of what happens when estate planning falls short. When Georgia Frontiere passed away, her…
Read MoreIs Cash Value Life Insurance Enough for Retirement?
Today, Bruce and I want to unpack a question we frequently encounter: Is cash value life insurance enough for retirement? It’s a compelling question, but one without a simple yes or no answer. The effectiveness of cash value life insurance as your primary retirement vehicle heavily depends on your personal discipline, your overall financial strategy,…
Read MoreHow Tariffs Impact Your Wallet (And Why It Matters More Than You Think)
If you’ve ever tried leading a Zoom call while your screen goes black mid-sentence, you know the feeling of being out of control. That’s how many of us feel about our finances right now—like we’re one loose cable away from a crash. But here’s the truth: financial control is closer than you think. And in…
Read MoreIs Infinite Banking Tax-Free? The Truth You Need to Know
If you’ve been researching Infinite Banking, you’ve probably heard it described as “tax-free.” That phrase is thrown around a lot, and while it sounds great, it’s not entirely accurate. The reality is a bit more nuanced, and understanding the details can make a massive difference in how you leverage Infinite Banking for long-term wealth building.…
Read MoreNelson Nash Institute Think Tank 2025 Recap
Imagine sitting in a room full of financial professionals, entrepreneurs, and thought leaders, all gathered with a shared mission—to gain clarity, deepen understanding, and refine strategies for implementing Infinite Banking. That’s exactly what happened at the Nelson Nash Institute Think Tank 2025, and today, we’re sharing the most impactful takeaways with you. Bruce and Becca…
Read MoreBuilding an Exceptional Life
What does it take to build a life of true success? Not just financial wealth, but success in all areas—business, family, health, faith, and relationships? If you’ve ever felt like you’re hitting a ceiling in one or more areas of your life, this is for you. In a recent episode of The Money Advantage Podcast,…
Read MoreTake Control of the Banking Function: How to Build Wealth on Your Terms
Have you ever stopped to question how money really moves in your life? Most of us are so accustomed to the financial system we’ve been handed that we don’t even recognize its limitations. From an early age, we’re trained to earn, spend, and save in ways that benefit traditional banks and lenders—not us. What if,…
Read MoreGold as the Ultimate Wealth Insurance – How to Protect Your Financial Future
Imagine waking up one day to find that everything around you—groceries, gas, housing—costs significantly more than it did yesterday. Your savings, your income, and everything you’ve worked hard to build are suddenly worth less in terms of purchasing power. This is the harsh reality of inflation, a silent wealth destroyer that erodes the value of…
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