Legacy Wealth Planning Insights for Entrepreneurial Families
Personal finance for the entrepreneurially minded — build cash flow, control your capital, and create wealth that lasts for generations.
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Wise inheritance planning does more than prepare the assets for the heirs — it prepares the heirs for the assets. Rachel and Bruce share five ways to pass down values, stories, and judgment before wealth changes hands.
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Latest Articles
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When Can You Start Using a Whole Life Policy? The Truth About Policy Loans
A properly designed whole life policy can make a policy loan available surprisingly early. Rachel and Bruce explain how policy loans actually work, what you are really borrowing against, and why how soon you can borrow is the wrong question to design a policy around.
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Whole Life Insurance vs. Annuities: Why Whole Life Can Be the Stronger Foundation While You’re Still Building Wealth
When people ask whether whole life insurance or an annuity is better, I think there is a more useful place…
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HELOC vs Infinite Banking: Why Borrowing From a Bank Is Never the Same as Being the Bank
Paying off your mortgage can feel like one of the clearest signs of financial freedom. I understand the appeal. For…
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Max Funded IUL: The Real Numbers Behind the Sales Pitch
You went looking for Infinite Banking, or maybe “be your own bank,” and a max funded IUL came back as…
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Inheritance Planning 101: How to Protect Your Family’s Wealth
If you hear the phrase “inheritance planning” and immediately picture wills, trusts, attorneys, and a stack of complicated documents, you…
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How to Choose the Best Whole Life Insurance Company for Infinite Banking
Once you have learned the fundamentals of Infinite Banking and decided to put it into action, one question tends to…
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