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
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
84: Beyond Rate of Return: A Strategic Approach to Wealth Building
83: Becoming an IBC Practitioner with Doug Mackenzie
82: Clarifying the Math in Finance with Todd Langford, Creator of Truth Concepts
81: IBC First Principles: Mastering the Basics of Privatized Banking, Part 3
80: IBC First Principles: Mastering the Basics of Privatized Banking, Part 2
079: IBC First Principles: Mastering the Basics of Privatized Banking, Part 1
78: Generic Infinite Banking Advice: The Pitfalls of "Hacking" the Process
77: Disability Safeguards and IBC: Waiver of Premium vs. True Disability Insurance
76: Conquering FOMO: The Cost of Sidestepping The Infinite Banking Concept
75: Turnkey Profits with Infinite Banking
74: Navigating Policy Loan Interest: The Honest Infinite Banker's Guide
73: Financial Evolution with Trent Fortner: From Capital Needs to Infinite Banking
72: Inside Infinite Banking: David Stearns Distinguishes the Authentic from the Superficial
71: Finding Your "Why." 9 Reasons You Should Practice IBC
70: When to Get Started with Infinite Banking
69: How NOT to Buy Life Insurance
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