Podcasts
Convertible Terms. Why are they important?
PodcastIn 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…
Debt or Investments? Which should I do first?
Boot Camp Questions, PodcastIn 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…
Is Whole Life the only way to do IBC?
Boot Camp Questions, PodcastIn 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…
How long do I have to pay premiums?
Boot Camp Questions, PodcastIn 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!
The Burning Question: What size policy to start with?
Boot Camp Questions, PodcastIn 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…
LSL Story – 2023 Updates
PodcastIn 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.…
YouTube Comment
PodcastIn 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…
Thinking Long Range. Why it Matters.
PodcastIn 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…
Interview with Winnie and Emaghea Lau
PodcastIn 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…
Looking Back: Things we would have done different.
PodcastIn 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…
Interview with Haley Davidshofer
PodcastIn 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…
Take a tax break? Or get multiple uses of your dollar?
PodcastIn 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…
When Does it Get Good?
Boot Camp Questions, PodcastIn 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…
Our thoughts on Skinny Policy Design
Boot Camp Questions, PodcastIn 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.…
The best type of Policy for IBC
Boot Camp Questions, PodcastIn 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…
Interest Rates and Picking an Insurance Company
Boot Camp Questions, PodcastIn 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…