whole life insurance

How does your mindset have the power to shape your financial success? Our beliefs drive our behaviors ultimately leading to where we end up in life. Here are 5 core beliefs I have about finance: I believe preserving capital and building additional streams of income leads to financial resilience. I believe I finance everything I…

Have you considered the risks of storing capital in a whole life insurance policy? Whole life insurance is my favorite asset for long-term capital protection and resilience. However, like any asset, it’s vital to understand the potential risks. Here are 3 common risks and how to mitigate them: 1. Set-up costs: • Whole life insurance…

Why do people have such emotional responses to whole life insurance and the Infinite Banking Concept (IBC)? Here’s the #1 reason: A lack of understanding Whole Life Insurance: Misunderstanding the asset IBC: Misunderstanding what it truly is Isn’t it fascinating how a lack of understanding can lead to overly emotional responses? What’s informing my thoughts?…

Are you someone who thrives under pressure and comes out on top after life’s hurdles? I’ve come to realize that resilience is not only crucial in my personal life but also on my financial journey. Whole life insurance is my ultimate ally in becoming a resilient capital keeper: • Access liquidity without the hassle of…

What happens when a group of highly-driven real estate investor veterans (active duty and previously served) gathers together every Saturday morning for 3.5 years? The answer is simple: they start a game-changing podcast you won’t want to miss! Introducing Green Squad Chats. You can find us here: YouTube; Spotify; iHeart. And it will soon be available…

Are you looking for a capital storage solution that preserves your wealth and gives you access to opportunities like real estate? I was too. 10+ years ago, where I kept my money prevented me from buying the real estate I wanted. I reflected on some key questions and made a change: Do I need access…

How could a good decision produce a negative outcome? Every day, we make countless decisions: What to wear What to eat What time to leave for work However, things happen outside our control, and the outcome is not always in our hands. We make the best decisions we can based on the information we have.…

Can Whole Life Insurance really be a key strategy for storing capital? I’ve been doing it myself and helping others for 10 years. Once you have a policy in place, the process is simple: Consistent payment of premiums Refrain from surrendering the policy Avoid lapsing the policy with proper care Benefits: Preserve every premium dollar…

Why is capital preservation critical to long-term financial success? Not only to preserve capital but to have access to its value. Preserving capital is vital because it enables me: to have the resources to meet ongoing expenses to invest in future opportunities to handle unplanned events Without access to capital, I will struggle: to meet…

How can I improve my ability to adapt to changing markets? By following this simple yet often misunderstood principle. I’ve been helping my teammates understand and apply it for a decade. Every asset purchase you make is a money-storage decision. Guided by this principle, here are some of the asset characteristics I seek: guarantees volatility optionality…

Why does where you store money matter more than picking great investments? I’d be much better off had I known the answer 20 years ago. I would have: Kept more of what I earned Had alternate financing sources Been ready for more opportunities I would have been more resilient. How much thought do you put into…

How useful are assessments for facilitating your personal growth? Here’s a list of some of the common ones: •Myers-Briggs •Gallup Strengths-Finders •Kolbe •DISC Profile •Hogan •Subject Object Interview (SOI) •Porter Strength Deployment Inventory 2.0 •EQ-i 2.0 (Emotional Intelligence) Some assessments are more about personality, while others dive deeper into cognitive capacity. They help make your…