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....
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...
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...
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...
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...
Indexed Universal Life Insurance: Reasons to be wary

Indexed Universal Life Insurance: Reasons to be wary

Let’s talk about Indexed Universal Life (IUL). What if I told you there was a relatively new life insurance product? And this product lets you share in a portion of the gains of the stock market in those years it goes up. It also protects you from losses when...
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