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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Paying off your mortgage can feel like one of the clearest signs of financial freedom. I understand the appeal. For many families, that monthly payment…
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Latest Articles
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Mutual Holding Companies: What Whole Life Policyholders Need to Know
Lately, we’ve seen a troubling trend online. People—some well-meaning, some not—are sharing misinformation about mutual holding companies, claiming these companies…
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The Truth About Single Premium Paid-Up Additions (SPUA): How to Design Infinite Banking Policies With Wisdom, Not Hype
A few weeks ago, something special happened as we kicked off a podcast recording—Joe DeFazio held up a first edition…
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How Whole Life and Guaranteed Universal Life Insurance Support Legacy, Wealth Transfer, and Tax Efficiency
In today’s post, Bruce and I (Rachel Marshall) want to bring you behind the scenes of a candid and educational…
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Align Wealth With Values Through Faith-Based Legacy Planning
There’s a story Buffy Ruthardt shared that still gives me chills. She and her husband Darren were on a drive,…
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How to Design a Whole Life Policy for Infinite Banking: Avoid the Pitfalls, Build Long-Term Wealth, and Create a System That Lasts Generations
Let me tell you a quick story. Imagine walking into your local grocery store, grabbing a can of peas, and…
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Should You Put All Your Income Into a Whole Life Policy? Here’s What You Need to Know
It started with a bold question that showed up in a public comment: “If infinite banking is so powerful, why…
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