Strategic Whole Life by Infinite Banking Authorized Practitioners
Education:How To
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition) by Infinite Banking Authorized Practitioners.
When people think of tax-advantaged financial assets, they often think of ROTH accounts and municipal bonds. It's often acknowledged that life insurance has preferential tax treatment, but just as often dismissed because of what they think they know about permanent life insurance.
In today's episode, John Montoya will convey to you why you should not gloss over the tax advantages of whole life insurance!
EPISODE HIGHLIGHTS:
00:18 Exploring the Triple Tax Exempt Status of Whole Life Policies
02:07 Deep Dive into Roth IRAs: Pros, Cons, and Tax Benefits
04:32 Municipal Bonds: Investing Locally with Tax Exemptions
06:42 The Power of Whole Life Insurance: A Comprehensive Guide
11:24 Navigating the Negatives: Whole Life Insurance Limitations
15:28 Strategic Financial Planning with Whole Life Insurance
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LINKS:
Get in touch: SCHEDULE A CONSULTATION
Online Course: IBC MASTERY
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About Your Hosts:
Hosts John Perrings and John Montoya are dedicated to spreading the word about Infinite Banking so you can discover for yourself how you and your loved ones can benefit with a virtual streamlined process that will take you from IBC novice to sharing the strategy with friends and family... even the skeptics!
John Montoya is the founder of JLM Wealth Strategies, began his career in financial services in 1998, and is both an Authorized IBC® and Bank on Yourself® professional licensed nationwide.
John Perrings started StackedLife Financial Strategies after a 20-year career in the startup world of Silicon Valley, where he specialized in data center real estate, finance, and construction. John is an Authorized Infinite Banking® professional and works nationwide.
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Connect with us
Get in touch to see how you might apply these principles to your situation. Schedule a free, no-obligation 30-minute consultation with us today!
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ONLINE COURSE:
Stop wasting hours on YouTube trying to piece together the information you want regarding The Infinite Banking Concept®.
Check out our soup-to-nuts online course. Get everything you need to know about IBC and whole life insurance:
IBC MASTERY
104: Live and Die by the Interest Rates
103: The Extraordinary Potential of Saving Money with IBC
102: Ian King's IBC Blueprint: A Real Estate Investor's Perspective
101: IBC 101 - Ten Things You Should Know to Get Started
100: Celebrating IBC Success with Real Clients
98: Great Ideas from the 2024 IBC Think Tank
97: The Best Mindset to Start a Whole Life Insurance Policy
96: IBC Policy Loans vs. Margin Loans
95: Cash Flow vs. "B.S." Retirement with Walter Young
94: Introducing IBC to Your Partner
93: Hidden Agenda: When Life Insurance Agents Wear Two Hats
92: Solving for the Banking Function: A True Financial Revelation
91: Five Myths Your Financial Advisor Believes
90: Why Whole Life Insurance is the Ultimate Cash Asset
89: The Secret to Why IBC Works
88: IBC Insights: The Risks of Overextending Policy Loans
87: Don't Separate Base Premium and PUA When Buying Whole Life Insurance
86: Whole Life Insurance is Not an "Account". It's Better Than That.
85: Beyond the Percentage: Understanding Whole Life Insurance Dividends
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