98: Great Ideas from the 2024 IBC Think Tank

Strategic Whole Life by Infinite Banking Authorized Practitioners

Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.

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 IBC Practitioner colleagues who were all in attendance at this year's Infinite Banking Think Tank, hosted by the Nelson Nash Institute in Las Vegas.

In this episode, you'll hear some great insights, highlights, and takeaways from the event by some of my favorite IBC Practitioners.

Wealth Warehouse -- [CAPTIVATE]

Cash Flow Legendz -- [PODBEAN]

Episode Highlights:

(03:00) Nate Dean: The IBC Community's giving nature and importance of the death benefit

(05:00) John Perrings: The challenge and reaffirmation of the IBC brand

(07:00) Plan vs. a lifestyle

(09:00) Brandon Goswick: reflections on the inevitability of death and the practitioner's role in clients' lives

(11:00) The emotional and financial relief that whole life insurance provides to grieving families

(13:00) The importance of genuine connection with clients and the unique assurance whole life insurance offers.

(15:00) Emphasizing the mutual aspect of whole life insurance and the collective benefit it brings.

(19:00) Dave Befort: "I need to increase my premium!"

(21:00) Investment risk vs whole life security

(23:00) The value of adding a 'pause' before accessing policy loans

(27:00) The importance of building a strong financial foundation before pursuing other investments

(29:00 Dave Befort: "Again, I need to pay more premium!"

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About Your Hosts:

Hosts John Perrings and John Montoya are dedicated to spreading the word about Infinite Banking so you can discover for yourself how you and your loved ones can benefit with a virtual streamlined process that will take you from IBC novice to sharing the strategy with friends and family... even the skeptics!

John Montoya is the 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.

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.

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Connect with us

Get in touch to see how you might apply these principles to your situation. Schedule a free, no-obligation 30-minute consultation with us today!

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ONLINE COURSE:

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