The Infinite Wealth Podcast

Did you know that we have many clients practicing the Infinite Banking Concept that are uninsurable. In today’s episode Anthony and Cameron discuss what makes someone uninsurable and what options are available to them. Additionally they discuss what insurable interest is and why it’s important when purchasing a policy on a family member or business partner. Enjoy this episode as they share several client stories that we can all learn from. Resources: Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Be sure to check our on-line course at https://infinitewealthcourse.com/home

This week we continue our interview with strategic coach David Chavez, owner of Assured Strategy. In today’s episode we discuss the number one reason why 96% of business owners never get to a $1.0M in annual revenue. After listening to this episode you should have three key takeaways: (1) How to delegate (2) What to delegate and (3) The intent of delegation is to keep you in learning mode. Enjoy this weeks’ episode!! Resources: Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Be sure to check our on-line course at https://infinitewealthcourse.com/home Smart Sheet PDF Enjoyment Matrix PDF The 7 Habits of Highly Effective People by Stephen R. Covey  The 4 Disciplines of Execution by Jim Huling, Chris McChesney and Sean Covey Stephen Covey Put First Things First Big Rocks video  www.AssuredStrategy.com dchavez@assuredstrategy.com

Join us as we begin a new series in which we review Robert Kiyosaki’s, CashFlow Quadrant. In today’s episode Anthony and Cameron define the four quadrants and focus on the differences between them. They ask thought invoking questions that will help you identify which quadrant you are in today and where you want to be in the future. Enjoy this episode.....    Resources:  Cashflow Quadrant by Robert Kiyosaki      Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast   Be sure to check our on-line course at https://infinitewealthcourse.com/home 

Today we answer the often debated question: “Which type of insurance company is better for Infinite Banking: Direct or Non-Direct Recognition?” Often times we hear of advisors ONLY using one or the other because of certain advantages they perceive. Anthony and Cameron discuss the difference’s between Direct and Non-Direct, their findings when they actually did the math and finally they list several features to consider in addition to whether a company is Direct or Non-Direct. Resources: How to tell the whole truth about Direct Recognition Direct Recognition vs Non-Direct Recognition, which is better?  

In today’s episode we interview strategic coach David Chavez, owner of Assured Strategy. Throughout his 11 year career he has helped over 200 companies Scale Up and today he shares some of his insights on goal setting and how if done properly business owners can stop the triage and start treating the major issues that are holding them back. Join us as we discuss this idea as well as The Value of Setting Three (And only THREE) Goals and How Stretch Goals can be Harmful. This is Part One of a Two Episode Series....Enjoy!! Resources:  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Be sure to check our on-line course at https://infinitewealthcourse.com/home Smart Sheet PDF Enjoyment Matrix PDF The 7 Habits of Highly Effective People by Stephen R. Covey  The 4 Disciplines of Execution by jim Huling, Chris McChesney and Sean Covey Stephen Covey Put First Things First Big Rocks video https://youtu.be/zV3gMTOEWt8 David Chavez' Email: dchavez@assuredstrategy.com Assured Strategy Website

In today’s episode we interview Brandon J. Miller, Director of Life Equity Lending with M&M Bank. M&M Bank is one of multiple banks we work with that will allow policy owners to use their cash value as collateral in order to establish a line of credit. Brandon describes the advantages and disadvantages of doing this instead of taking a loan against your cash value directly from the insurance company. Additional topics discussed include: (1) What is the difference between a loan and line of credit? (2) Will this affect my credit score in any way? (3) What are the terms M&M Bank is currently offering (4) Can I borrow against a PDF Account (Premium Deposit Fund) Enjoy this episode!! Resources: M&M Bank Website  M&M Bank One Sheet Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Be sure to check our online course at https://infinitewealthcourse.com/home

In this episode Anthony and Cameron discuss page 71 of Nelson Nash’s book, Becoming Your Own Banker. This chapter is titled “An Even Distribution of Age Classes” and focuses on the importance of thinking long term. When discussing leaving a legacy often times the focus is only on leaving dollars for the next generation while often financial “sense/cents” is overlooked. Anthony and Cameron discuss planting the seeds of a financial legacy by sharing practical ways they are teaching their children about dollars and “sense.” Resources: Becoming Your Own Banker by Nelson Nash  Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Be sure to check our on-line course at https://infinitewealthcourse.com/home

In today’s episode, Anthony and Cameron walk our listeners through a case study that features a couple in their early 60’s that received a $250,000 windfall and were wondering what to do with it. Cameron and Anthony break down this case study into four parts:   (1) Back Story  (2) Policy Design  (3) Case-Specific Considerations  (4) How they plan on using the cash value moving forward  Enjoy this week's episode!!! Resources:   Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast   Be sure to check our on-line course at https://infinitewealthcourse.com/home  Link to Blog Post w Case Notes/Excel/PDF’s 

Today we interview fellow Infinite Banking Practitioner and best-selling author, Mary Jo Irmen. Mary Jo has authored Farming Without the Bank and her most recent book Wealth Without the Bank or Wall Street has helped establish her as the premier Farm Finance Consultant in the country.  We discuss how and why she became an expert in her niche market; how her clients have been using this strategy to finance equipment and ultimately replace lines of credits with the banks and additionally we discuss what the biggest obstacles her clients have had in understanding IBC and how she has helped overcome it...Enjoy this week’s episode. Resources: Be sure to check our on-line course at https://infinitewealthcourse.com/home Farming Without the Bank Podcast Mary Jo Irmen’s Books

Show Notes: Infinite Banking Concept FAQ - Part II “The important thing is to never stop questioning.” - Albert Einstein. Questions are crucial especially when we are learning something for the first time. We have gathered the top 15 FAQ’s and will be answering them in a two part series to help our listeners better understand the Infinite Banking Concept. Questions discussed in this episode include Won’t I get killed by the agent’s high commissions? When can I take my first policy loan? What happens if I can’t make my premiums? I’m too old Is this FDIC insured? Can I buy a policy on my parents? Should I buy a policy on my kid instead of me? Resources: Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast Be sure to check our on-line course at www.InfiniteWealthCourse.com Life Insurance on Kids  https://youtu.be/2q0pUk8E2wE