Latest Blog

Why we use non-direct insurance companies

Why we use non-direct insurance companies

Playing the long game with The Money Multiplier pays dividends, and a lot of them. We’re talking direct recognition vs non-direct recognition companies and how they affect your dividend money.  Remember: A dividend is like a bonus that the insurance company declares...

read more
How Banking Policy Dividends Work

How Banking Policy Dividends Work

There are four basic options for collecting or using your dividends. We are working with mutual companies, remember? And when your company does well, meaning they actually over-collect premiums from you that year, they return the premium to you in the form of...

read more
Money Mindset: Making the Shift to Abundance

Money Mindset: Making the Shift to Abundance

What is your relationship with abundance? You may automatically assume I’m talking about money, which, yes, that’s part of it. But that’s not all I’m talking about. This feeling of fullness or having plenty can apply to anything--money, health, food, love, anything!...

read more
My Business and My Banking Policy

My Business and My Banking Policy

Many of you may have a business, which has cash flow needs each and every month. But what if those cash flow problems could be solved with the help of your banking policy? The process can be as simple as your business taking a loan from you, the owner of the policy....

read more
Paid Up Additions: What are they?

Paid Up Additions: What are they?

A big piece of the engineering of your policy is a rider called “Paid Up Additions,” or PUA. When we engineer your policy, this option, or rider, that we select is part of the “secret sauce” to making your banking policy work for you. Paid Up Additions purchase 2...

read more
Budget Like The Professionals

Budget Like The Professionals

The mathematical and mechanical portions of what we teach may be no surprise to you. We often discuss what The Money Multiplier process is and how to use it to your advantage. But a key piece of the equation for success lies in addressing human behavior. Without a...

read more
Starting a second policy with IBC

Starting a second policy with IBC

You may have heard me mention “starting your second policy” or “taking out multiple policies over the years.” And you’re probably wondering what that’s all about, right? “Why would I need a second policy?” “Are there any advantages/disadvantages to starting a second...

read more
The Infinite Banking “SCAM”: Truth or Lies

The Infinite Banking “SCAM”: Truth or Lies

Ever heard of the “Bank On Yourself Scam” or the “Infinite Banking Scam?” Many who have never heard of the Infinite Banking Concept are led to [falsely] believe that it’s some kind of grand scheme to nab your money and run. And any time our money is involved, we are...

read more

​Watch my new 10 Part Video Series to see EXACTLY how you can start to recapture your wealth, just by paying off your normal expenses!

Upcoming Events

  1. June 16th ~ Wealth Wednesday Webinar

    June 16 @ 1:00 pm - 2:30 pm
  2. Happy 1/2 Hour Ask Me Anything: A Live Weekly Q&A

    June 16 @ 4:30 pm - 5:30 pm
  3. June 23rd ~ Wealth Wednesday Webinar

    June 23 @ 1:00 pm - 2:30 pm
  4. Happy 1/2 Hour Ask Me Anything: A Live Weekly Q&A

    June 23 @ 4:30 pm - 5:30 pm
  5. June 26th ~ Realty411 Virtual

    June 26 @ 12:00 pm - 7:00 pm
>