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In this episode, we dive into a question raised at a recent boot camp: ‘But what if I don’t need the death benefit?’ Join us as we explore why the death benefit is a critical piece of Infinite Banking, and discover creative ways it can be used! You won’t want to miss our insights!
The post But I don’t need Death Benefit appeared first on Life Success Legacy.
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In this episode, the team takes a deep dive into a key question from a recent Boot Camp: Policy Loans. While we’ve touched on this topic before, this is the first time we thoroughly break down their value and explore the specific benefits of incorporating them into your IBC journey.
The post Policy Loans: Deep Dive appeared first on Life Success Legacy.
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Today, we have the privilege of not roasting our fearless leader and the mastermind behind Life Success & Legacy, Mike Everett! In a special podcast episode, we managed to wrangle all five remaning teammates together for this non-roast (and trust us, it was a blast). Mike’s leadership is, without a doubt, the driving force behind […]
The post The non-Roast of Mike Everett appeared first on Life Success Legacy.
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In this episode, the team takes the opportunity to celebrate Shelley Forbis, the person who holds everything together and ensures every client is well taken care of. Many of you already know Shelley and her relentless dedication to advocating for our clients, but listen as the team shares how we wouldn’t be who we are […]
The post The non-roast of Shelley Forbis appeared first on Life Success Legacy.
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In this episode, the team delves into a rarely discussed topic: policy maintenance. We start by introducing the key players and then explore important considerations to keep in mind as life moves forward. This is a good one!
The post Policy Maintenance: What does that mean? appeared first on Life Success Legacy.
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In this video, the team talks about the challenges of finding like-minded individuals in the Infinite Banking space. To address this, we’ve created the LSL IBC Community Discord! This community is designed to be a space where our clients can connect, share ideas, and support each other through the ups and downs of the Infinite […]
The post The LSL IBC Community appeared first on Life Success Legacy.
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In this episode, Chris has the pleasure of interviewing two of the LSL Team’s favorite people: Pei and Nino. They are not only valued clients and enthusiastic advocates for LSL but are also embarking on many exciting adventures of their own. Tune in to discover how you can get involved with what they’re up to! […]
The post Interview with Pei Chen and Nino Gonzalez! appeared first on Life Success Legacy.
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In this episode, Chris has the privilege of interviewing Shelley Forbis! While she prefers to stay in the background, ensuring our clients receive the highest level of care, her story deserves to be shared. Take a listen, and you’ll understand why the LSL team feels 100% blessed to have her.
The post Shelley Forbis Interview! 2024 Updates appeared first on Life Success Legacy.
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In this episode, we have the opportunity to non-roast our amazing team member and undisputed passive income champion, Mike Kwong! We’ve brought in Haley as an additional roaster—oops, I mean supporter. Her insights, combined with those of Mike, Mike and Chris, create a very fun and heartwarming podcast. Take a listen, and we think you’ll […]
The post The non-Roast of Mike Kwong appeared first on Life Success Legacy.
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In this episode, we discuss a statement we hear all the time. “My friend says I can get cheaper whole life insurance!” Our immediate reply? Yes, you can! But it all comes down to your purpose. Listen in as we cut through the noise to show you how properly designed, dividend-paying whole life insurance can […]
The post My friend found high cash value Whole Life for way cheaper. Can it be? appeared first on Life Success Legacy.
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In this exciting episode, Chris sits down for an insightful interview with none other than Kish Rao, one of our esteemed associate coaches! With a longstanding friendship that spans years, Kish’s journey culminated in his appointment as an associate coach in 2023. As Chris delves deep into Kish’s passion for IBC and his unwavering commitment […]
The post Interview with Kish Rao! appeared first on Life Success Legacy.
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In this episode, we do a follow up discussion about the 2024 Annual Think Tank. We talk about the event, the speakers, the community and more. Some of it is silly, but all of it is good. Take a listen to see why this event is and will continue to be valuable to the Life […]
The post Think Tank Follow Up & Takeaways appeared first on Life Success Legacy.
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In this episode two Mikes and a Chris discuss the PUA. We’ve discussed the PUA a lot on this podcast, but always from the technical perspective. Mingled in with the technical, this episode provides a broader look at the PUA and even discusses some of the pitfalls that can be experienced. Take a listen.
The post What’s the deal with PUA appeared first on Life Success Legacy.
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In this video, the Mike’s discuss our experiences and expectations for the upcoming Think Tank. It will be the first time that the whole team has attended!
The post Think Tank Preview appeared first on Life Success Legacy.
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In this episode, we rewind the clock and journey back to when each of us got into IBC and what our Why was. Everett discusses the team Why and then each of us tells our personal story. Our hope is that this episode inspires current or future clients to dig into the ever so important […]
The post Looking back at our Why. appeared first on Life Success Legacy.
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In this episode, the team reflects on the recent holiday season and the possible conversations that might have come up. Namely, conversations about Infinite Banking. Whether you’re an agent or a client, you might get asked what you do for a living, or maybe how you manage your money. Listen to see what the team […]
The post Want to have an engaging conversation about IBC? Start here. appeared first on Life Success Legacy.
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In this episode we discuss a topic we’ve covered in a couple of different ways throughout the podcast; the wind current. However, we’ve never broken down all of the language that surrounds the phrase and how it applies to Infinite Banking! Take a listen and see if you already knew how it all works, or […]
The post Turning the Wind Current: Outside vs Inside Debt appeared first on Life Success Legacy.
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In this episode, we discuss convertible terms. We’ve touched on this topic several years ago and felt a refresher was in order. Take a listen to see how the Life Success & Legacy team coaches our clients on how to integrate convertible terms into their Infinite Banking strategy. Also, listen to some personal stories on […]
The post Convertible Terms. Why are they important? appeared first on Life Success Legacy.
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In this episode, we tackle a recent Boot Camp question. Is it smarter to attack debt first, with your IBC plan, or go for passive income through investments? Take a listen to see how the Life Success & Legacy team does it personally as well as how we could coach you through the process!
The post Debt or Investments? Which should I do first? appeared first on Life Success Legacy.
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In this episode, the team tackles a question from our recent boot camp about different ways to implement Infinite Banking. Does it always have to be Whole Life Insurance, or can we use another product? Take a listen to see how Nelson thought about this, and how the Life Success & Legacy team coaches! We […]
The post Is Whole Life the only way to do IBC? appeared first on Life Success Legacy.
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