Podcasts

Life Success & Legacy Triagle

Convertible Terms. Why are they important?

In this episode, we discuss convertible terms. We've touched on this topic several years ago and felt a refresher was in order. Take a listen to see how the Life Success & Legacy team coaches our clients on how to integrate convertible terms…
Life Success & Legacy Triagle

Debt or Investments? Which should I do first?

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In this episode, we tackle a recent Boot Camp question. Is it smarter to attack debt first, with your IBC plan, or go for passive income through investments? Take a listen to see how the Life Success & Legacy team does it personally as well…
Life Success & Legacy Triagle

Is Whole Life the only way to do IBC?

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In this episode, the team tackles a question from our recent boot camp about different ways to implement Infinite Banking. Does it always have to be Whole Life Insurance, or can we use another product? Take a listen to see how Nelson thought…
Life Success & Legacy Triagle

How long do I have to pay premiums?

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In this episode, the team revisits a question we answered many years ago, but with fresh takes and new perspectives. How long DO you have to pay premiums? Take a listen and let us help you get out of the ruts!
Life Success & Legacy Triagle

The Burning Question: What size policy to start with?

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In this episode we tackle a question that we get all the time, in many formats: What size of policy should I start with?! As you'll learn, the short answer is, don't worry about it! However, Mike Everett, Chris Bay and Michael Crawford dig a…
Life Success & Legacy Triagle

LSL Story – 2023 Updates

In this episode, we revist the Life Success & Legacy story. It has been several years since we did a deep dive into the history of LSL and how each of us joined the team. For those of you who've been around a while, this is a fun refresh.…
Life Success & Legacy Triagle

YouTube Comment

In this episode the team has the opportunity to answer a comment from a listener on YouTube! We love this stuff. Our team thrives on being open and transparent in our pursuit of financial freedom through Infinite Banking. Being skeptical is…
Life Success & Legacy Triagle

Thinking Long Range. Why it Matters.

In this episode, the team dives into a principle from Nelson we talk about all the time; think long range. We get asked a lot by clients how they can make thier system go faster, or how they can ramp it up, and it always comes back to thinking…
Life Success & Legacy Triagle

Interview with Winnie and Emaghea Lau

In this episode Chris has the honor of interviewing mother-daughter power team Winnie and Emaghea Lau. They have created a program called 'Cash Smart for Life' that helps parents teach their kids how to be financially independent! During the…
Life Success & Legacy Triagle

Looking Back: Things we would have done different.

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…
Life Success & Legacy Triagle

Interview with Haley Davidshofer

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…
Life Success & Legacy Triagle

Take a tax break? Or get multiple uses of your dollar?

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…
Life Success & Legacy Triagle

When Does it Get Good?

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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…
Life Success & Legacy Triagle

Our thoughts on Skinny Policy Design

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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.…
Life Success & Legacy Triagle

The best type of Policy for IBC

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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…
Life Success & Legacy Triagle

Interest Rates and Picking an Insurance Company

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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…