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Latest Episodes
Keynote: Balanced policy design for max cash value
My keynote to 200+ Infinite Banking Advisors at this year's IBC Think Tank. Policy design for Infinite Banking is not just about getting the highest cash value in the ...
Inside Trent Fortner's Playbook: How top advisors use whole life to create lifetime cash flow for clients
The legendary Trent Fortner helps people see the dangerous, hidden corners present in almost everyone's financial picture. We get into the numbers to prove that whole ...
How I design Infinite Banking policies that grow with your income
The trendy obsession with "efficient policy design" in the whole life insurance and Infinite Banking space is cutting policy owners’ financial potential off at the kne...
Why you don't need a "master plan" to start IBC
In this episode, we tackle the paralysis that keeps people from starting with Infinite Banking: not knowing what to do with your policy once you have one. It’s importa...
"Invest for the long term" is a trap
"Invest for the long term" is one of the golden rules of Wall Street. But with conventional investing, it's really just a justification for the volatility and loss of ...