Jamie O'Brien

Financial coach and real-estate-focused guest on the episode who contributes expertise on policy structure and the mechanics of universal and indexed universal life products, explaining fees and practical risks.

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Dec 9, 2025 • 36min

Round Table | They Told You to Use IUL for Infinite Banking — Here’s Why That’s Wrong

Jamie O'Brien, a financial coach with a focus on real estate, discusses the complexities of Indexed Universal Life (IUL) products in the realm of Infinite Banking. He highlights the hidden fees and risks associated with IULs that can undermine financial growth. The conversation delves into why whole life insurance offers more predictable wealth-building opportunities. The guests also explain how IULs can create tax bombs and lead to policy collapse, encouraging listeners to consider safer, guaranteed financial strategies instead.

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