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Cash Value Episodes

Nov. 12, 2022

The Catch Up Provision of a Whole Life Insurance Policy

The “Catch Up Provision” in the PUA rider of many whole life policies allows you to catch up with missed PUA premium from prior y…

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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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Jan. 23, 2022

Buying Real Estate With IBC

Real estate investors, more than others, perhaps, have difficulty getting comfortable with the capitalization period of a whole l…

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Oct. 10, 2021

Guaranteed and Non-Guaranteed Cash Values

If you're really wanting to better understand Infinite Banking, this is an important episode for you to bookmark and re-visit eve…

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May 15, 2021

Liquidity and Diversification

In this week's episode we discuss how the IBC strategy brings about unrivaled liquidity and diversification to an overall financi…

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