Life Success & Legacy Triagle

In this episode Mike, Chris and Michael discuss a couple of the interesting questions we fielded during the October Boot Camp. First, do you need debt to make IBC work? And, if I have a large pool of assets already, is IBC even necessary. We combined these questions since the approach to both answers goes hand-in-hand. Take a listen to how the team breaks these down into the fundamentals of Infinite Banking and Nelson’s main principles. Enjoy!



Life Success & Legacy Triagle

In this episode Mike, Chris and Michael discuss a question we get all the time. How does the process work for us when we design strategies as a team on Mondays. Many times people are surprised at the level of detail we go to in order to ensure the strategy is designed as precisely as possible. That’s not to say we always hit the mark, but our teams goal is to create trusting long-term relationships, and that requires us to be detail oriented. We hope you enjoy taking a peek behind the LSL curtain into our process!