

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