Too old for Infinite Banking

Do you want to use whole life insurance to store cash, build an emergency/opportunity fund, and create a legacy, but you wish you’d learned about this concept when you were younger? Do you feel like you’re too old for the Infinite Banking Concept (IBC)? Fortunately, it might not be too late for you to get…

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Whole Life Insurance Dividends

Do you love the idea of getting whole life insurance dividends, but are stuck comparing one company’s dividend performance to another? Should you go with the company that has the highest dividend rates? What do the dividend rates even mean? How do I consider how dividends will impact my long-term cash value growth? Will the…

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1035 Exchange with Life Insurance

Do you have a life insurance policy you’re concerned may not last, lacks guarantees, or may lapse, and you’re wondering how you could trade it in for a better model? The good news is that you have options, and you’re not stuck forever! Enter: the 1035 exchange. But, a strong word of caution: you need…

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Family Banking, with John Moriarty

Would you like to see a Family Bank in action?  Today, Bruce and I talk with our friend and colleague, John Moriarty, Founder and President of e3 ConsultantsGROUP. You’ll hear about his personal and business use of Infinite Banking, and the thinking behind a growing and evolving system of policies.  John is smart, business savvy,…

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