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Sep 29, 2023

Many have asked, and this seems to stump people: When do I start my next IBC policy? You want to start when you have excess money or are not using the policy you already have. You should know your budget well enough to know where money is going. I have outlined a couple ways to figure this out.

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Sep 22, 2023

Today I address common questions where people may get hung up about when to take a cash value loan vs. cash. Even possibly what to use that money for as well... so we will go over thinking about your pool of money, then how to ask those long term questions about what you may need liquid money for in the future.


Sep 15, 2023

Many folks make you believe IBC is risk free. In reality, it is risk-averse but not risk free. There are two factors that will cause IBC to fail: 1. insurance company failure, and 2. human nature. More details in the episode!

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Sep 8, 2023

Many use these policies in their estate plans or as buy/sell or even key-man policies. The purpose of them is very misunderstood, and there are many better ways to do this without overpaying for life insurance.

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Sep 1, 2023

You have flexibility, but it should only be used when you NEED to, not all the time. Paying premium makes you money.

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