Visit our website:

https://www.thewealthwarehousepodcast.com/

Register for the next live Wealth Warehouse Webinar happening June 12th at 5pm Central:

https://us06web.zoom.us/meeting/register/xub1rL2JSWq1aIifeFlJXA

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Losing your job is stressful, but it doesn’t have to derail your Infinite Banking strategy. In this episode, Dave and Paul explain what actually happens to your policy if your income stops and how to prepare for it.

They cover what to do if you can’t pay your premiums, how grace periods work, the flexibility built into most policies, and options like partial surrenders and non-forfeiture. They also break down how your policy design impacts your ability to weather financial setbacks and what “red” money really means in this context.

If you’re building an IBC plan for the long term, this episode will help you stay confident—no matter what life throws your way.

Episode Highlights:

0:00 - Introduction

1:04 - Episode beginning

2:53 - Shoutout to Dave and Paul’s clients

5:48 - “What happens if I lose my job?”

9:22 - “How do I pay my premiums?”

12:52 - Grace period

15:35 - The flexibility that is available to you when you can’t pay

18:11 - Non-forefiture options

20:48 - Partial surrender

21:45 - How does this affect my policy?

27:48 - “Red” money

32:22 - The way your policy is designed matters

36:01 - 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

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

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 episode, Dave and Paul are sharing with you a radical shift in mindset:

Premium isn’t “the problem” – it’s the solution to your problems.

From gaining more control and liquidity in your financial life to balancing risk, volatility and tax inefficiencies, you’ll have more than just a couple reasons to make sure you’re paying as much premium as possible.

Episode Highlights:

0:00 - Introduction

0:52 - Episode beginning

1:49 - Answers a viewer question

6:14 - Premium is the answer to your problems

8:05 - The problem is “the problem”

9:34 - How does paying more premium help?

11:49 - “It’s about control”

15:46 - Tax inefficiencies

20:04 - Market risk and volatility

24:10 - Lack of liquidity

29:10 - There is no career path to generational wealth

31:13 - 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