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Latest Episodes
Savers are losing control (How becoming your own banker fixes it)
Most savers in America are losing control of their money, and they don't even realize it. In this episode, I focus on the Infinite Banking Concept's core purpose: cont...
Most People Choose The Wrong Financial Path — Only One Puts You In Control
Most People Choose The Wrong Financial Path — Only One Puts You In Control There are 3 financial paths everyone takes — the default plan, the high-risk "hack" plan, an...
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...