Infinite Banking & Whole Life

Explore how Infinite Banking uses properly designed whole life insurance to build accessible cash value, support financing decisions, and create durable family capital. This hub covers the fundamentals, policy design, policy loans, insurers, dividends, and product tradeoffs.

Answers to Your Money Questions, Part 1

By Rachel Marshall / October 4, 2021 / Comments Off on Answers to Your Money Questions, Part 1

We all have money questions. If you don’t, you just haven’t asked them yet.  Today, we’re answering questions from you—our audience, tribe, fans, those in a quest to control their money and financial future! There are some great ones here that might be on your mind too. So maybe you’ll get the answer you’ve been…

Paid-Up Additions: The IBC Secret Sauce

By Rachel Marshall / September 20, 2021 / Comments Off on Paid-Up Additions: The IBC Secret Sauce

Want to get an insider’s look at an IBC policy? When it comes to how the Infinite Banking Concept works, the magic is (mostly) in the paid-up additions or PUAs. Let’s go to the IBC lab and talk about PUAs today. What are paid-up additions, and how do they impact your whole life insurance policy?…

Managing Multiple IBC Policies in Your Infinite Banking System

By Rachel Marshall / September 6, 2021 / Comments Off on Managing Multiple IBC Policies in Your Infinite Banking System

Are you planning to have multiple IBC policies, and don’t know where to start? If you’re already a few years into using the Infinite Banking Concept, you’ve seen and experienced the power of storing cash in a whole life policy. You’re earning interest and dividends, have exceptional compounding power, and guaranteed access to use your…

IBC 201: Life Insurance for Children and Grandchildren

By Rachel Marshall / August 23, 2021 / Comments Off on IBC 201: Life Insurance for Children and Grandchildren

Are you already a few years into your first IBC policy, and you’ve experienced the power of storing cash in a policy? Maybe now, you want to store more cash. Is it time to start another policy? Should you insure yourself, your spouse, kids, or grandkids? Why? How does it work when you build a…

IBC 201: How to Maximize Your IBC Policy

By Rachel Marshall / August 9, 2021 / Comments Off on IBC 201: How to Maximize Your IBC Policy

Do you already have your first IBC policy and want to take it to the next level? Maybe you’re a few years in and you’ve seen and experienced the power of storing cash in a policy. You’re earning interest and dividends, have exceptional compounding power, and guaranteed access to use your money, and you’re watching…

How Infinite Banking Loan Interest Works

By Rachel Marshall / July 26, 2021 / Comments Off on How Infinite Banking Loan Interest Works

Want to use your Infinite Banking policy, but wish you understand the nuts and bolts of how Infinite Banking interest rates work? Today, we’re answering a question from our wonderful community of listeners: For example, what’s the policy loan if I wanted to borrow 1K? Are there any interest rates?—Riley Nelson If you want to…

Jim Harbaugh’s $4 Million Life Insurance Strategy Explained

By Rachel Marshall / June 14, 2021 / Comments Off on Jim Harbaugh’s $4 Million Life Insurance Strategy Explained

Ever wonder if the rich and famous use life insurance? Life insurance is a private asset. That’s why you don’t hear a lot about it in the public arena. But wouldn’t you love to hear how life insurance is being used in the lives of people whose names you’d recognize? Today, we’re talking about some…

Life Insurance Demutualization: What it is and What it Means for You

By Rachel Marshall / May 31, 2021 / Comments Off on Life Insurance Demutualization: What it is and What it Means for You

For Infinite Banking, the ideal policy is a specially designed, high cash value, dividend-paying, whole life insurance policy with a mutual company. But some mutual companies, including Ohio National, have recently demutualized. So what is whole life insurance demutualization, and what does it mean? Today, we’re going to talk about demutualizing and how it affects…

Using Infinite Banking in Your Business

By Rachel Marshall / May 10, 2021 / Comments Off on Using Infinite Banking in Your Business

Love the idea of Infinite Banking, but want to see how it could apply to your business?  Looking for a way to improve your creditworthiness, financial stability, get great cash storage, capital reserves, to maximize your profitability in your business? Today, we’re going to talk about how to boost your business’s financial performance with Infinite…

Top Questions About Infinite Banking, Part 2

By Rachel Marshall / May 3, 2021 / Comments Off on Top Questions About Infinite Banking, Part 2

In part 1, we started discussing the top questions about Infinite Banking that we hear all the time. This week, we’re finishing up the conversation, so that you can make a decision about Infinite Banking with confidence.  Hopefully, we’ll cover the question on your mind. (And if we don’t, check out Part 1 of this…

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