Welcome To Life Success & Legacy
For many of us, a significant barrier to creating the life we want for ourselves and our families is money. Of course, wisdom tells us financial gain alone is not the answer. With an emphasis on education and developing trusting relationships, our team helps you increase the level of clarity and purpose you have for your life.
We then design a personalized Infinite Banking Concept (IBC) Strategy to support your vision. How do we know this works? Each one of us at Life Success & Legacy was in your shoes at one time learning about the power of IBC. Now, we help others create the life they want.
Why does Life Success & Legacy Exist?
To inspire financial hope and freedom by revealing little-known truths about money while investing in trusting, long-term relationships.
What is Infinite Banking?
Can your money do more?
Think about this for a moment – if you could somehow recover all the interest you are currently paying (or will pay) to a lending institution, how would that improve your wealth generating potential? That includes credit cards, car loans, student loans, business loans, and even mortgages. The average American pays out $0.34 of every earned dollar as an interest expense. … read more
Infinite Banking FAQ
Why haven’t I heard about IBC before?
Here are few possible reasons you haven’t heard about IBC. First, Nelson Nash didn’t write his book, Becoming Your Own Banker, until 2000. Second, there are not enough IBC practitioners effectively teaching the Infinite Banking Concept. Third, most people will not take the time to educate themselves properly to understand the power of IBC. This includes advisors and potential clients… read more
Business Owners
Great News for Business Owners!
Every business, big or small, is built on the same universal basics: customers, cash flow, return on capital, and growth. Without even one of these, the business becomes stagnant and eventually fails. At its core, the business entity seeks customers with whom to exchange its goods and services for cash. It uses this cash to pay its expenses, replenish its inventory, and eventually grow… read more
Purchase Nelson’s book and begin taking control of your financial future, today!

Think Tank Recap – 2025
Podcast
Interview with Alejandra Perez
Interview, Podcast
What We Do & Don’t Do… Psst, It’s All IBC!
Boot Camp Questions, Podcast
State of the Team: LSL Updates
Podcast
But what if I experience negative cashflow?
Boot Camp Questions, Podcast
New Year, New Focus: Recenter Your Path with IBC!
Podcast
What’s the deal with kid policies?
Boot Camp Questions, Podcast
But I have to be wealthy to start IBC… or do I?
Boot Camp Questions, Podcast
The non-Roast of Chris Bay
Podcast
Having Some Skin in the Game
Podcast
But I don’t need Death Benefit
Boot Camp Questions, Podcast
Policy Loans: Deep Dive
Boot Camp Questions, Podcast
The non-Roast of Mike Everett
Podcast
The non-roast of Shelley Forbis
Podcast
Policy Maintenance: What does that mean?
Podcast
The LSL IBC Community
Podcast
Interview with Pei Chen and Nino Gonzalez!
Interview, Podcast
Shelley Forbis Interview! 2024 Updates
Podcast, Team Stories
The non-Roast of Mike Kwong
Podcast, Team Stories
My friend found high cash value Whole Life for way cheaper. Can it be?
Boot Camp Questions, Podcast
Interview with Kish Rao!
Podcast, Team Stories
Think Tank Follow Up & Takeaways
Podcast
What’s the deal with PUA
Podcast
Think Tank Preview
Podcast
Looking back at our Why.
Podcast, Team Stories
Want to have an engaging conversation about IBC? Start here.
Podcast
Turning the Wind Current: Outside vs Inside Debt
Boot Camp Questions, Podcast
Convertible Terms. Why are they important?
Podcast
Debt or Investments? Which should I do first?
Boot Camp Questions, Podcast
Is Whole Life the only way to do IBC?
Boot Camp Questions, Podcast
How long do I have to pay premiums?
Boot Camp Questions, Podcast
The Burning Question: What size policy to start with?
Boot Camp Questions, Podcast
LSL Story – 2023 Updates
Podcast
YouTube Comment
Podcast
Thinking Long Range. Why it Matters.
Podcast
Interview with Winnie and Emaghea Lau
Podcast
Looking Back: Things we would have done different.
Podcast
Interview with Haley Davidshofer
Podcast
Take a tax break? Or get multiple uses of your dollar?
Podcast
When Does it Get Good?
Boot Camp Questions, Podcast
Our thoughts on Skinny Policy Design
Boot Camp Questions, Podcast
The best type of Policy for IBC
Boot Camp Questions, Podcast
Interest Rates and Picking an Insurance Company
Boot Camp Questions, Podcast
Accounting for a contingency fund
Boot Camp Questions, Podcast
Interview of Taryn Souza
Clients, Podcast
What to look for in an Insurance Company
Boot Camp Questions, Podcast
Thoughts from the Think Tank
Podcast
Insurance Riders: What are they?
Boot Camp Questions, Podcast
The Neslon Nash Institue Think Tank
Podcast
LSL Team Books: The role they play
IBC Book, Podcast
External lines of credit. Are they good? Should I have them?
Boot Camp Questions, Podcast
Applying IBC – Taxes, Recurring Expenses & More!
Boot Camp Questions, Podcast
DIBS on Your Money – Mike Kwong’s new book!
Podcast, Team Stories
October Boot Camp Questions – A Deeper Dive
Boot Camp Questions, Podcast
A Look at Strategy Design Monday
Boot Camp Questions, Podcast
Re-Interviewing Mike Crawford
Podcast, Team Stories
Interview with Mike Kwong
Podcast, Team Stories
What if I am uninsurable? (The lost episode)
Becoming Your Own Banker, Podcast
What’s the deal with Wind Current?
Boot Camp Questions, Podcast
Policy Loan… is that the right name?
Boot Camp Questions, Podcast
Life Success & Legacy’s 100th Episode!
Podcast, Team Stories
IBC for investments?
Boot Camp Questions, Podcast
Dividends: Direct vs Non-Direct
Boot Camp Questions, Podcast
Where is the risk in my Infinite Banking Plan?
Boot Camp Questions, Podcast
What’s the deal with Franchising?
Boot Camp Questions, Podcast
Why isn’t Infinite Banking more Popular?
Boot Camp Questions, Podcast
How to get started with Life Success & Legacy
Boot Camp Questions, Podcast
Wrapping Up – BYOB #39
Becoming Your Own Banker, Podcast
Points to Consider – BYOB #38
Becoming Your Own Banker, Podcast
A Different look at College – BYOB #37
Becoming Your Own Banker, Podcast
Even Distribution of Classes – BYOB #36
Becoming Your Own Banker, Podcast
Higher Rate of Return – BYOB #35
Becoming Your Own Banker, Podcast
The Cost of Acquisition – BYOB #34
Becoming Your Own Banker, Podcast
The Retirement Trap – BYOB#33
Becoming Your Own Banker, Podcast
Capitalizing Your System and Implementation – BYOB #32
Becoming Your Own Banker, Podcast
Equipment Financing – Addendum – BYOB #31
Becoming Your Own Banker, Podcast
Equipment Financing – Part 4 – BYOB #30
Becoming Your Own Banker, Podcast
Equipment Financing – Part 3 – BYOB #29
Becoming Your Own Banker, Podcast
Equipment Financing – Part 2 – BYOB#28
Becoming Your Own Banker, Podcast
Interview with Mike Crawford
#tbt, Podcast
Family Banking with Purpose: An interview with Author Chris Bay
IBC Book, Podcast
Equipment Financing – Part 1 – BYOB #27
Becoming Your Own Banker, Podcast
Expanding the System to Accommodate all Income – BYOB #26
Becoming Your Own Banker, Podcast
Interview with Chris Bay
#tbt, Podcast
Start Building Your Own Banking System – Part 2 – BYOB #25
Becoming Your Own Banker, Podcast
Start Building Your Own Banking System – BYOB #24
Becoming Your Own Banker, Podcast
Create the Entity – Part 4 BYOB #23
Becoming Your Own Banker, Podcast
Creating the Entity – Part 3 BYOB #22
Becoming Your Own Banker, Podcast
Interview with Mike Everett
#tbt, Podcast
Creating the Entity Part 2 – BYOB #21
Becoming Your Own Banker, Podcast
Creating the Entity – Part 1 BYOB #20
Becoming Your Own Banker, Podcast
Is IBC A Scam?
#tbt, Podcast
Happy Birthday Nelson
Podcast
Whole Life Insurance is bad, right?
#tbt, Podcast
Use It or Lose It – BYOB#19
Becoming Your Own Banker, Podcast
Is Infinite Banking Sustainable
#tbt, Podcast
The Arrival Syndrome – BYOB #18
Becoming Your Own Banker, Podcast
Is IBC Too Good To Be True?
#tbt, Podcast
Why haven’t I heard about Infinite Banking?
#tbt, Podcast
The Golden Rule – BYOB #17
Becoming Your Own Banker, Podcast
IBC Policy Design Part 2
#tbt, Podcast
IBC Policy Design Part 1
#tbt, Podcast
Willie Sutton’s Law – BYOB #16
Becoming Your Own Banker, Podcast
The Human Problems – BYOB #15
Becoming Your Own Banker, Podcast
Getting Started with Infinite Banking
#tbt, Podcast
Who is Life Success & Legacy
#tbt, Podcast
Review of Part 1 – BYOB #14
Becoming Your Own Banker, Podcast
Tax Free Wealth Transfer
#tbt, Podcast
Section One Wrap Up – BYOB #13
Podcast
Tax-Free Retirement
#tbt, Podcast
Learn How to Finance Everything!
#tbt, Podcast
Create Your Own Banking System PT 4 – BYOB #12
Becoming Your Own Banker, Podcast
Create Your Own Banking System Pt 3 – BYOB #11
Becoming Your Own Banker, Podcast
Rapidly Eliminate Debt
#tbt, Podcast
Create Your Own Banking System Pt.2 – BYOB #10
Becoming Your Own Banker, Podcast
IBC’s Four Pillars
#tbt, Podcast
Create Your Own Banking System – BYOB #9
Becoming Your Own Banker, Podcast
Creating a bank like the ones we already know – BYOB #8
Becoming Your Own Banker, Podcast
The Problem – BYOB #7
Becoming Your Own Banker, Podcast
The Grocery Store – BYOB #6
Becoming Your Own Banker, Podcast
Imagination – BYOB #5
Becoming Your Own Banker, Podcast
How the Infinite Banking Concept Started – BYOB #4
Becoming Your Own Banker, Podcast

Becoming Your Own Banker – Part 3
Becoming Your Own Banker, Podcast
Becoming Your Own Banker Intro – Part 2
Becoming Your Own Banker, Podcast
Diving into Becoming Your Own Banker – Intro
Becoming Your Own Banker, Podcast
Interview with Michael Hon
Clients, Podcast
Convertible Term – What is it? Is it good?
Podcast
Premiums – Bill or Deposit?
Podcast
What if I get denied?
Podcast
Interview with the Keck’s Part 2
Clients, Podcast
Interview with the Kecks
Clients, Podcast
Interview with Pei and Mike!
Clients, Podcast
Interview with Scott and Jena Sales
Clients, Podcast
Gregg Hielema interview from August 30th, 2018
Clients, Podcast
Interview with Richard Canfield
Podcast
Interview with Dr Benson
Clients, Podcast
Shawn Bay tells her side of the IBC story.
Podcast, Team Stories
Chat with Mary Jo Irmen
Podcast
Is retirement a four letter word?
Podcast
Capitalization of the system
Podcast
Respect of and for Nelson Nash
Podcast
Chat with Kathy Tagenel Pt. 2
Podcast
Chat with Kathy Tagenel – Part 1
Podcast
It’s not about investments…
Podcast
Why are people returning to Boot Camps?
Podcast
Do I have to be perfect?
Podcast
Brandon Goswick & Nathan Dean Chat
Clients, Podcast, Team Stories
Chat with Gregg Hielema
Clients, Podcast
Dream Manager
Podcast
Associate Agents
Podcast
Evolution of Life Success & Legacy
Podcast
The Client Conversation
Podcast
Conversation with Ron Swall
Clients, Podcast
Family Banking
Podcast
What to expect from a Boot Camp
Podcast
What about the interest?
Podcast
Tod & Shelley Forbis tell their story
Podcast, Team Stories
Interview with Dr Brian Heck
Podcast
Chris Gerriets tells his story.
Podcast, Team Stories
Mike Crawford tells his story
Podcast, Team Stories
Chris Bay tells his story
Podcast, Team Stories
Mike Everett tells his story
Podcast, Team Stories
Is Infinite Banking a scam?
Podcast
Isn’t Whole Life a bad place to put my money?
Podcast
Is Infinite Banking sustainable if everyone did it
Podcast
Infinite Banking Sounds too good to be true!
Podcast
Why haven’t I heard about Infinite Banking?
Podcast
Infinite Banking Concept Policy Design – 2
Podcast
Infinite Banking Concept Policy Design 1
Podcast
How to get started in the Infinite Banking Concept
Podcast
Who is Life Success & Legacy
Podcast
Using IBC for Tax Free Wealth Transfer
Podcast
Get tax free retirement using Infinite Banking.
Podcast
Learn how to finance everything in your life, using IBC
Podcast
Rapidly eliminate debt using Infinite Banking
Podcast
The four pillars of the Infinite Banking Concept
Podcast