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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When people ask whether whole life insurance or an annuity is better, I think there is a more useful place to begin. Instead of starting…
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Latest Articles
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Whole Life Insurance Dividend Rates Explained: What the Number Means – and What It Doesn’t
If you’ve researched whole life insurance for Infinite Banking, you’ve probably seen whole life insurance dividend rates advertised. 5.76%. 6.5%.…
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The Rockefeller Strategy: How Millionaires Use Life Insurance to Build and Keep Wealth
The standard understanding of life insurance goes like this: you buy a policy, pay the premiums, file it away, and…
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IUL vs. Whole Life Insurance: Who Carries the Risk?
Someone put an IUL illustration in front of you. Maybe it was pitched as “market upside with no downside.” Maybe…
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The Best Cash-Flowing Assets and How to Build a Portfolio That Pays You
The default wealth-building playbook goes like this: buy something low, hope it’s worth more someday, then sell to capture the…
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Before You Buy: The Questions Every Infinite Banking Practitioner Should Be Able to Answer
Infinite Banking has grown fast. Really fast. And with that growth has come a flood of practitioners, coaches, agents, and…
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Fear Is the Most Expensive Financial Advisor You’ll Ever Have
The most expensive financial advisor many people will ever have doesn’t send an invoice. It doesn’t show up on a…
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