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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Why Leaving an Inheritance Is More Than Just Money
Have you ever paused to ponder the legacy you’re creating, the inheritance you’re accumulating, or the lasting impression you’re leaving…
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How Overfunding Life Insurance Boosts Your Wealth-Building Strategy
Prepare to unravel the mystique behind funding and overfunding life insurance, and the empowering concept of becoming your own banker.…
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New Agent Licensing and IMOs
Are you a new agent or looking to join the insurance industry, and wondering exactly just how and where to…
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Becoming Your Own Banker, Part 12: Cost of Life Insurance
Get ready to rethink your thinking about the cost of life insurance and, more importantly, the process of Infinite Banking.…
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Interest Rates and Whole Life Insurance
Ready to gain a new perspective on how interest rates affect the economy? What about how interest rates and whole…
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Using IBC for Business, with Marcus Toal
Ever wondered how the Infinite Banking Concept (IBC) can protect your family and boost your business? That’s exactly what our…
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