
 The Infinite Wealth Podcast Paying Mortgages vs Funding Policies | An Infinite Banking Case Study
 Apr 23, 2024 
 Exploring real-life financial strategy with a client case study, discussing paying mortgages or funding policies, and the benefits and challenges of each option. Detailed policy funding options, thought-provoking questions, and a journey to a preference-driven financial decision. Tailoring financial strategies to individual goals and highlighting the importance of understanding and analyzing choices. 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5 
 Introduction 
 00:00 • 2min 
 Exploring a Client Case Study in Infinite Banking with Mortgage Payment and Policy Funding Decisions 
 01:33 • 3min 
 Exploring the Discovery Call and Customized Process in Infinite Banking 
 04:23 • 2min 
 Optimizing Mortgage Payoff and Policy Funding Strategies 
 06:26 • 21min 
 Tailoring Financial Strategies to Individual Goals 
 27:34 • 2min 
