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.

One Powerful Question to Maximize Freedom and Control – A Client’s Story: Dr. Lee and Candice Matthis

By Rachel Marshall / December 9, 2019 / Comments Off on One Powerful Question to Maximize Freedom and Control – A Client’s Story: Dr. Lee and Candice Matthis

In today’s show, we highlight Dr. Lee and Candice Matthis and their inspiring story.  Dr. Lee Matthis is a chiropractor working with Tuck Clinic, a large practice in southwestern Virginia, and plays a significant role in improving the profession and healthcare in general through consulting and clinic management and his work with the UVCA.  His…

The Truth About IULs, with Todd Langford

By Rachel Marshall / October 28, 2019 / Comments Off on The Truth About IULs, with Todd Langford

In today’s show, Todd Langford joins us to dig deeper into Indexed Universal Life. He is the CEO and developer of Truth Concepts financial calculators, better known as a financial Truth Teller.  In this valuable conversation, we uncover the fundamental uncertainty of indexed universal life insurance further.   Recently, we had a conversation about the…

Indexed Universal Life: Dangerous Truths About IUL Risks

By Rachel Marshall / September 23, 2019 /

Indexed Universal Life Insurance can seem attractive.  At some point in your Infinite Banking research, you’ve probably even heard about using IULs instead of whole life insurance.  Consequently, we get a lot of questions about whether IULs are better than whole life.  This is usually because the illustrated values are better than for whole life,…

Why You Shouldn’t Cancel Whole Life Insurance

By Rachel Marshall / August 12, 2019 /

Should I cancel my whole life insurance? Not so fast! Before you make that decision, read this first. No matter your reasons, you need to know what happens if you stop paying whole life insurance premiums and why canceling is rarely your best move. At some point, you saw the value in owning whole life.…

10 Top Mistakes Buying Life Insurance

By Rachel Marshall / March 24, 2019 /

When buying life insurance coverage, most people don’t have a complete map.  Without all the information to make the best decisions, many people make mistakes that lead to buyer’s remorse.  But you don’t have to worry, you can recognize and sidestep the common pitfalls people make. Don’t end up frustrated, discouraged, unsatisfied, or without protection…

Privatized Banking: The Best Life Insurance Companies

By Rachel Marshall / February 25, 2019 /

How do you find the best life insurance companies?  You want only the strongest, most stable companies to ensure the best results over the long-term.  But what criteria do you use to evaluate and discover which companies are, in fact, the best?  Is there an objective measure, or is it a matter of personal opinion…

Borrowing Against Life Insurance vs Bank Financing

By Rachel Marshall / January 28, 2019 / Comments Off on Borrowing Against Life Insurance vs Bank Financing

Why would I borrow against my life insurance instead of getting a bank loan? You might be thinking, I could get a great rate from the bank because I have a good credit score. You might be right, but do you want to rely on that? Let me propose this idea to you. Back in…

Privatized Banking – Life Insurance Loans and Why We Use Them

By Rachel Marshall / January 28, 2019 /

Life insurance loans are one of the superpowers of the Infinite Banking Concept. They create a powerful financial tool when structured as dividend-paying whole life insurance designed for uninterrupted compound growth. These loans from life insurance policies make the cash value of specially-designed life insurance an ideal pool of capital for your investing strategy.  Life insurance…

High Cash Value Life Insurance for Long-Term Growth

By Rachel Marshall / December 3, 2018 /

A typical whole life insurance policy won’t give you the high early cash value and long-term growth you need for Infinite Banking.  As enticing as its certainty and control are to wealth creators, it’s not enough. You’ll need enhancements to convert your policy from a slow equity-builder into one that you can use quickly. Cash-value…

What Kind of Policy Do You Use for Privatized Banking?

By Rachel Marshall / November 12, 2018 / Comments Off on What Kind of Policy Do You Use for Privatized Banking?

You’re on the hunt for the best life insurance policy to use for Privatized Banking. For this, not just any policy will do. You want to buy exactly the right kind of life insurance to get cash you can use, earn uninterrupted compounding, and have your dollars working in two places at the same time. Life insurance…

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