Posts Tagged ‘Infinite Banking’
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…
Read MoreThe Economic Value of Certainty, by Les McGuire (Reviewed)
Les McGuire reveals a timeless truth about the economic value of certainty that goes back as far as scripture. It’s that to have the highest chance of flourishing, you need certainty, guarantees, and stability. In Jesus’ parable of the wise and foolish builders, the wise man’s house on the solid rock withstood storms. He was…
Read MoreThe 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…
Read MoreIndexed Universal Life: Dangerous Truths About IUL Risks
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,…
Read MoreThe 401k Alternative You Deserve to Know About – A Client’s Story, Chuck Fahs
In today’s show, we have a “fireside chat” with a client who is using Privatized Banking to invest in real estate. Here’s a real-life example of using Privatized Banking as a 401k alternative. Why? To gain control, build wealth, and create protection for his family along the way. Where Does Privatized Banking Fit into the Cash…
Read MoreBuy-Sell Agreements: Using Life Insurance to Fund Your Exit Strategy
Whether planned or unexpected, ownership changes happen, and buy-sell agreements using life insurance ensure the transition is smooth, fair, and financially secure. Buy-sell life insurance is a legally binding contract that sets the terms for how an owner’s share of the business will be transferred and funded if they leave, retire, become disabled, or pass…
Read MoreWhy You Shouldn’t Cancel Whole Life Insurance
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.…
Read MoreWhy the Executive Bonus Plan Is the Ideal Golden Handcuffs
In today’s competitive hiring landscape, attracting and retaining quality talent requires more than a standard salary and benefits package. The Executive Bonus Plan can be the ideal “golden handcuffs” for the top talent you can’t afford to lose. In truth, associating long-term dedicated employment with slavery seems a bit archaic and melodramatic. We all know…
Read MoreThe Night I Almost Died, and Why My Family Wouldn’t Need a GoFundMe
You can survive dying without needing a GoFundMe. I’m living proof. Three weeks ago, I almost died in an emergency operation after childbirth. Today, I’m looking down at the fluttering eyelashes of my snoring newborn, and my heart swells with enormous gratitude for the privilege of being alive to witness her life. In today’s podcast, my…
Read MoreSelf Directed IRA for Real Estate Investing
We often get the question, should I use a Self-Directed IRA for real estate investing? When you’re looking for the capital to get started in real estate, one of the most common sources is money inside of retirement accounts such as 401k’s and IRAs. However, using tax-deferred retirement plans to invest in real estate is…
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