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Latest Episode

How To Avoid IBC Amnesia

It's not uncommon people forget why they bought a policy and are paying premiums. They get IBC "amnesia." In this episode, we discuss how to self-diagnose IBC amnesia and provide some reminders and reassurance as to the strategy and process. Have a listen!

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How To Avoid IBC Amnesia

Recent Episodes

June 22, 2022

How To Avoid IBC Amnesia

It's not uncommon people forget why they bought a policy and are paying premiums. They get IBC "amnesia." In this episode, we dis…

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June 3, 2022

IBC and Breaking Bad

In this episode, we go a little off-script and share a discussion we happened to record that ended up on the "cutting room floor.…

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May 18, 2022

The Moral Case For IBC

n previous episodes we've explained the strategy, covered the benefits, and highlighted best practices, but in this episode we ar…

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April 23, 2022

IBC: How Much Premium Should You Pay?

A question we are often asked by new clients, just starting their IBC journey is "how much should I fund a policy?" Or "How much …

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About the Hosts

John Montoya Profile Photo

John Montoya

Show Host

John Montoya, founder of JLM Wealth Strategies, began his career in financial services in 1998 and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.

John Perrings Profile Photo

John Perrings

Show Host

John Perrings started StackedLife Financial Strategies after a 20-year career in the startup world of Silicon Valley where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.