Posts Tagged ‘Infinite Banking’

What’s Really at Stake When it comes to short-pay vs long-pay life insurance, the question isn’t just about convenience—it’s about control, options, and legacy. In this article, you’ll learn: Let’s pull back the curtain on what really creates a robust, long-term infinite banking system. The Iceberg We’ve All Missed We’ve heard it so many times—”I…

How Much Life Insurance Do I Need? Why That’s the Wrong Question If you’ve ever asked, “How much life insurance do I need?”—you’re not alone. It’s a common starting point. But in this article, Bruce and I (Rachel) want to challenge that question and offer something better. Because “need” is often based on a survival…

Lately, we’ve seen a troubling trend online. People—some well-meaning, some not—are sharing misinformation about mutual holding companies, claiming these companies are no longer mutually owned or that they’ve quietly abandoned their policyholders. That couldn’t be further from the truth. So Joe, Bruce, and I decided it was time to clear the air. Because when it…

A few weeks ago, something special happened as we kicked off a podcast recording—Joe DeFazio held up a first edition copy of Becoming Your Own Banker by Nelson Nash. It had just arrived in his hands, passed down like a sacred trust. We weren’t in the same room, so Bruce and I couldn’t flip through…

Let me tell you a quick story. Imagine walking into your local grocery store, grabbing a can of peas, and sneaking out the back door without paying. It sounds ridiculous—maybe even unethical, right? Now, imagine the opposite: You pick up the same can, go to the register, pay for it, and walk out the front…

It started with a bold question that showed up in a public comment: “If infinite banking is so powerful, why wouldn’t I just put all my income into a whole life policy?” That single comment sparked a deeply layered, thoughtful conversation that we knew needed more attention. It wasn’t criticism. It was curiosity. And curiosity,…