When people think of tax-advantaged financial assets, they often think of ROTH accounts and municipal bonds. It's often acknowledged that life insurance has preferential tax treatment, but just as often dismissed because of what they think they know about permanent …
In this episode, I was a guest on the Wealth Warehouse podcast with Dave Befort and Paul Fugere and also joined by Brandon Goswick and Nate Dean, hosts of Cash Flow Legendz. These are a few of my inner-circle Authorized …
In this episode, we get into the essential attitudes that set buyers up to get the most out of their whole life insurance policy. Not surprisingly, they match up to those needed to practice The Infinite Banking Concept™!
In this week's episode, we compare policy loans from a whole life insurance policy vs. margin loans. When discussing policy loans used with the Infinite Banking Concept™, sometimes people will be dismissive of the strength of policy loans because they …
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners. In this episode, we talk with Walter Young, co-author of The Fifth Option, about a transformative approach to retireme...
Today's episode is for those spouses looking for ways to get their significant other on board with The Infinite Banking Concept. Let's work together to get some financial harmony in our lives!
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.
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.