
Episode 173: Infinite Banking: Getting Policies on Family Members - May 2025 Live Webinar Replay
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Visit our website:
https://www.thewealthwarehousepodcast.com/
Becoming Your Own Banker by Nelson Nash:
https://infinitebanking.org/product/becoming-your-own-banker/ref/46/
In this week’s special edition of Wealth Warehouse, Dave and Paul are sharing their most recent IBC webinar where they field questions from newcomers to Infinite Banking, experienced practitioners and even a few who may be starting their own banking system in the near future.
Episode Highlights:
0:00 - Introduction
1:37 - Episode beginning, juvenile policies
6:12 - Getting policies on adult children
9:02 - Gift tax, policies on nieces, nephews, etc.
14:57 - Planning for college
21:21 - Some other options for repaying loans
28:25 - Using cash value (to get more cash)
34:46 - Where else are you saving for big purchases?
38:15 - Question about 529 plans
46:05 - Loan rates, going through a bank
51:45 - Question: IULs and IBC and which companies to pick
59:57 - What’s a good “split” for a policy
1:03:36 - Episode wrap-up
ABOUT YOUR HOSTS:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Visit our website:
https://www.thewealthwarehousepodcast.com/
Catch up with David and Paul, visit the links below!
Website:
https://infinitebanking.org/agents/Fugere494
https://infinitebanking.org/agents/Befort399
LinkedIn:
https://www.linkedin.com/in/david-a-befort-jr-09663972/
https://www.linkedin.com/in/paul-fugere-762021b0/
Email:
davidandpaul@theibcguys.com