Posts by Rachel Marshall

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 my father took out a whole life…

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…

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…

Dividends are a crucial part of why whole life insurance is such an ideal asset for conducting an Infinite Banking Concept (IBC) strategy. But because dividends are not guaranteed is the life insurance contract, it raises the question: can we rely on life insurance dividends in a bad economy? Join us as we explore the…

Are you ready to transform your financial growth mindset? In today’s enlightening episode, we dive deep into Nelson Nash’s book, Becoming Your Own Banker, and explore the concept of the arrival syndrome – a dangerous belief that we’ve reached the pinnacle of knowledge and understanding. We’ll discuss the fixed mindset versus the growth mindset, and…

You’ve decided that you want an Infinite Banking (IBC) policy. You’ve done the research, and you want a better place to store cash that has the benefits of safety, liquidity, and growth on cash storage. What’s next? What should you expect as you go through the purchase process?   In this episode, we take a deep dive…

Do you want to be in control, have excellent opportunities, and automatically gain the upper hand in negotiations? In part 9 of the “Becoming Your Own Banker” series, we discuss the path to financial freedom and control with this truism we call The Golden Rule: “Those who have the Gold make the rules.” In today’s…