This lesson describes how policies can be designed on a spectrum, either maximizing the Cash Value or maximizing the Death Benefit. When opening a Participating Whole Life Insurance policy with the goal of becoming your own banker, the focus should not be on the death benefit of the policy, but on how to get the […]
Episode 4: How to Design Your Policy to Maximize Efficiency, Part 1 Read More »
Special Guest and CPA, Anthony Faso, joins us again to discuss the different corporate entities and the benefits of each. This will not only help you understand which corporation to choose specifically for Private Family Financing, but will also help you understand the benefits and shortcomings of each entity for any business endeavor you enter.
Which Corporate Entity Will Give You the Maximum Tax Benefits in Your Situation? Read More »
There are many great reasons to start a corporation to handle your “banking” system, but it is not for everyone. Special Guest and CPA, Anthony Faso, discusses the “Who, What, Why, When, and Why Not” of creating a company to manage your Private Family Financing system.
Why You Might Want to “Incorporate” Your Private Family Financing System Read More »
Is it really a good idea to focus on paying off your mortgage as fast as possible? In fact, if you have a 15-year mortgage or are making extra principal payments on your house, you may be falling prey to what the Bankers want you to do! In this lesson you will learn why Warren
The Truth about Home Equity and How to Take Advantage of Long-Term Mortgages Read More »
Trying to navigate the Lifestyle of Infinite Banking without fully grasping how to use your personal Financial GPS is setting yourself up for failure! The Financial GPS is your guide to making your system easy to understand and follow. Understanding the GPS spreadsheet is vitally important to being confident in how to move forward. See
How to Take Advantage of Your Financial GPS Read More »
One of the most common questions we get is, “why should I use my policy to purchase _____ when I’m sitting on the cash?” In this lesson, we discuss why utilizing your policy makes more sense than simply paying cash for items. Come learn how to maximize the efficiency of every purchase you’ll make from
Why Using Your Policy is Better than Paying Cash? Read More »
If you’ve been around us for any period of time, you’ll know we suggest that you pay yourself a higher rate of interest than what the Insurance Company requires for your policy loans. But it just doesn’t happen automatically. In this lesson, you will learn the most efficient way to send in additional interest to
How Do I Pay Myself Extra Interest and What Does it Do to Improve My Policies? Read More »
One of the biggest misunderstandings in Private Family Financing is the interest we pay back on our policy loans. In this lesson, you will learn why the insurance company charges interest and how we can make more inside the policy than we pay in interest on our loan over time!
This lesson is for those who are interested in the intricate details of what makes the policy motor run. Learn exactly why we design your policies the way that we do, how we “stuff” your policies with cash compared to the traditional way of designing a policy, and even how to make your policies more
Policy Mechanics Part 1: Premiums- What is in My Policy and How Does it Work? Read More »
Of all the tools and products available in the financial world, why is Participating Whole Life the most efficient tool to use in Private Family Financing? Learn once and for all why Whole Life is the perfect match to establishing your “banking” system!
