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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Can You Deduct Life Insurance Premiums? The Truth Every Business Owner Needs to Know
Recently, Bruce shared a story that perfectly illustrates unexpected life challenges—his basement flooded, turning a peaceful Easter weekend into an…
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Infinite Banking Concept (IBC): The Golden Key that Unlocks Your Financial Life
The Infinite Banking Concept is a financial strategy, first codified by R. Nelson Nash, that uses high-cash-value, dividend-paying whole-life insurance…
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How to Start a Family Bank: Insights from John Moriarty
Interested in finding out how to start a family bank? Today, Bruce and I talk with our friend and colleague,…
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Tour Our Marshall Family Private Family Banking System, Pt. 2
Do you want to build a family banking system that will provide capital to you and future generations? Come see…
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Estate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family
When we first started talking about estate planning with life insurance, it was because we saw a massive disconnect in…
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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…
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