Life Success & Legacy Triagle

Revisiting Aggressive Policy Design

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This week we’re back on a question that comes up all the time in Boot Camp: how aggressive should your policy design actually be? We’re all for putting a policy to work right away, whether that means paying down debt or covering everyday expenses, but ultra-aggressive design is where we draw the line. We go through several examples, including a few from our own experience, and no one on the Life Success & Legacy team designs policies this aggressively. Ours typically run even more conservative than several of Nelson’s examples. Worth a listen as you decide how to design your policies.

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Life Success & Legacy Triagle

Why We Started Our Policies (and How We Funded Them)

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Clients ask us this all the time: how many policies do you actually have, how did you fund them, and do you really need more than one? In this episode, we go through our own systems and provide an overview of why we started each one, and the reasoning behind adding more.

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Life Success & Legacy Triagle

What We Do & Don’t Do… Psst, It’s All IBC!

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In this episode, we’re answering another great audience question: What does LSL actually do—and what don’t we do? Spoiler alert: It all leads back to Nelson Nash and Becoming Your Own Banker.

We’ll break down our unwavering focus on Infinite Banking, share personal stories, and discuss why we stay in our lane. Plus, we’ve got some exciting updates on our upcoming LIVE boot camps—you won’t want to miss it!

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Life Success & Legacy Triagle

But what if I experience negative cashflow?

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In this episode, we’re tackling a question that comes up often. It’s rooted in a bit of fear and “what ifs,” but it’s an important one to address: What happens if I find myself in a negative cash flow situation? The truth is, life happens. The good news? Infinite Banking offers a ton of flexibility, and the Life Success & Legacy team is here to guide you through these situations. Take a listen—it might just ease your worries and give you the confidence to handle whatever comes your way!

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Life Success & Legacy Triagle

What’s the deal with kid policies?

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Ever wondered about kid policies and their role in your Infinite Banking journey? We’ve got you covered! In this episode, we dive straight into a topic we’ve teased before: why kid policies matter, when to start them, and how they fit into your IBC strategy. Plus, we’re sharing real-life stories from our own kids’ policies to give you an inside look. It’s insightful, personal, and packed with practical tips. Tune in and join the conversation!

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Life Success & Legacy Triagle

But I have to be wealthy to start IBC… or do I?

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In this episode, we tackle a comment we hear all the time—whether it’s in our Boot Camps or our community Discord, this question seems to pop up regularly: “Do I have to be wealthy to start Infinite Banking?”

Join us as we break down this common misconception, share personal experiences, and even walk you through an example using our software. If you’ve ever wondered whether Infinite Banking is only for the wealthy, this episode is for you!

[powepress]

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Life Success & Legacy Triagle

But I don’t need Death Benefit

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In this episode, we dive into a question raised at a recent boot camp: ‘But what if I don’t need the death benefit?’ Join us as we explore why the death benefit is a critical piece of Infinite Banking, and discover creative ways it can be used! You won’t want to miss our insights!

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Policy Loans: Deep Dive

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In this episode, the team takes a deep dive into a key question from a recent Boot Camp: Policy Loans. While we’ve touched on this topic before, this is the first time we thoroughly break down their value and explore the specific benefits of incorporating them into your IBC journey.

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My friend found high cash value Whole Life for way cheaper. Can it be?

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In this episode, we discuss a statement we hear all the time. “My friend says I can get cheaper whole life insurance!” Our immediate reply? Yes, you can! But it all comes down to your purpose. Listen in as we cut through the noise to show you how properly designed, dividend-paying whole life insurance can transform your financial landscape.

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Life Success & Legacy Triagle

Turning the Wind Current: Outside vs Inside Debt

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In this episode we discuss a topic we’ve covered in a couple of different ways throughout the podcast; the wind current. However, we’ve never broken down all of the language that surrounds the phrase and how it applies to Infinite Banking! Take a listen and see if you already knew how it all works, or maybe you learned a thing or two!

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