Today, we get to celebrate (without roasting!) one of our absolute favorite people—the mastermind behind why each team member now has five personality test results: Chris Bay! Chris is constantly thinking ahead and challenging us to be our best, not just as a team, but for our clients too. We truly wouldn’t be where we are without his vision, and we’re so grateful for everything he brings to the table!
Podcast: Play in new window | Download
Ready to take your Infinite Banking journey to the next level? In this episode, we dive into a core principle: skin in the game. We believe that when you put in the effort to meet us halfway, the rewards you’ll see will multiply. Join the team as we unpack why investing your time, energy, and commitment could be the game-changer you didn’t know you needed. Tune in—it might just be more valuable than you think!
Podcast: Play in new window | Download
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!
Podcast: Play in new window | Download
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.
Podcast: Play in new window | Download
Today, we have the privilege of not roasting our fearless leader and the mastermind behind Life Success & Legacy, Mike Everett!
In a special podcast episode, we managed to wrangle all five remaning teammates together for this non-roast (and trust us, it was a blast). Mike’s leadership is, without a doubt, the driving force behind the incredible success of LSL. Whether it’s asking the tough questions, advocating fiercely for both clients and the team to the insurance companies, or just bringing his larger-than-life personality to the table—Life Success & Legacy simply wouldn’t be the same without him.
We owe Mike a lot, and it’s clear just how much he means to us all in this episode. So, buckle up—this one’s a good one! You won’t want to miss it.
Podcast: Play in new window | Download
In this episode, the team takes the opportunity to celebrate Shelley Forbis, the person who holds everything together and ensures every client is well taken care of. Many of you already know Shelley and her relentless dedication to advocating for our clients, but listen as the team shares how we wouldn’t be who we are without her.
Podcast: Play in new window | Download
In this episode, the team delves into a rarely discussed topic: policy maintenance. We start by introducing the key players and then explore important considerations to keep in mind as life moves forward. This is a good one!
Podcast: Play in new window | Download
In this video, the team talks about the challenges of finding like-minded individuals in the Infinite Banking space. To address this, we’ve created the LSL IBC Community Discord! This community is designed to be a space where our clients can connect, share ideas, and support each other through the ups and downs of the Infinite Banking journey. If you’re interested in joining, just reach out to our team, and we’ll send you the link!
Podcast: Play in new window | Download
In this episode, Chris has the pleasure of interviewing two of the LSL Team’s favorite people: Pei and Nino. They are not only valued clients and enthusiastic advocates for LSL but are also embarking on many exciting adventures of their own. Tune in to discover how you can get involved with what they’re up to!
You can listen to ‘Finding Financial Fitness’ on Apple or wherever you listen!
Podcast: Play in new window | Download
In this episode, Chris has the privilege of interviewing Shelley Forbis! While she prefers to stay in the background, ensuring our clients receive the highest level of care, her story deserves to be shared. Take a listen, and you’ll understand why the LSL team feels 100% blessed to have her.
Podcast: Play in new window | Download