In this episode we take a look back and discuss things we might have done differently when we first started our Infinite Banking journey. Mike E, Chris and Mike C go into detail about their own plans, things they’ve learned and how it’s affected how we, as a team, coach our clients. Take a listen and learn how things have evovled and grown for the LSL team over the years!
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In this episose Chris has the opportunity to interview Haley Davidshofer! Haley has been an avid learner of IBC over the last several years. Her journey includes a different look at who to insure, the structure of said policies and how to better utilize the policies long term. She also has learned how to begin creating passive income and even got her insurance license in order to help others on their journey!
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In this episode the team ponders the idea of taking a tax exemption vs getting multiple uses of every dollar. The thinking exercise focuses on 529’s and HSA’s. Everett will expound upon Willie Sutton’s law from Nelson’s book and use this as a reference when contemplating these tax exceptions. Put that all together and you have a great podcast!
*Life Success & Legacy is NOT suggesting any tax strategies, but merely painting a picture through the lens of Infinite Banking the way Nelson Nash taught it.
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In this episode, we dive into a question that even we have asked! When does it get good? This can be asked in many different forms, and the team works to break down each angle and give our perspective. This is a fun one full of good information and laughter!
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In this episode Chris and the Mike’s discuss skinny policy design. We get asked this question all the time, “Is there a way to make my policy grow faster on day one?” Typically, the solution for faster growth is to modify the policy design structure. Take a listen to see what the team thinks of this approach and how we help our clients think long term.
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In this episode, Mike Everett, Chris Bay and Michael Kwong discuss a question we get all the time; What’s the best type of policy for IBC? There is a lot of noise out there about this topic, and the Life Success & Legacy team is here to set the record straight. Take a listen and find out!
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In this episode, we discuss a boot camp question that we get all the time; policy loan interest rates. Mike Everett, Chris Bay and Michael Crawford unpack this topic by giving more insight into how policy loans work and the role they play in the bigger picture of Infinite Banking. Take a listen, if you haven’t heard us answer this question before, you might be surprised!
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In this episode, we discuss the question, “What about a contingency fund?” There are many reasons to need a contingency fund in life, that doesn’t change when you are using Infinite Banking! We discuss real life examples, some personal and some redacted client stories. This is where having a team of coaches with a wide range of experiences comes in handy! Take a listen!
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In this episode, Chris has the honor of interviewing Taryn Souza! She is an awesome entrprenuer who found Life Success & Legacy through a coworker, Haley! Taryn isn’t an LSL client, but she is 100% invested in learning about Infinite Banking! Take a listen and hear her inspiring story and journey towards taking control of her financial future! Also, check out her super cool business:Fortissimo Ad Strategy LLC
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In this episode, Mike Everett, Chris Bay and Michael Crawford dive into a question we get somewhat regularly. What do we look for in an insurance company, especially as it pertains to Infinite Banking. We take the approach of answering this question from two angles; one as agents and two as clients. We don’t go into details about which companies, but we do dive into how the companies we tend to work with function and what is important for you as clients to seek out. Enjoy!
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