Having an Infinite Banking Policy is a wonderful tool to help navigate your financial life not to mention the benefit of knowing your family is taken care of once you have passed. But, these policies only work if you take care of them. If you withdraw a policy loan and don’t repay it, then you’re only going to hinder the death benefit that your family is to receive. Being strict with repaying yourself is crucial to the success of your policy. Listen as Jayson and Richard discuss the importance of loan repayment.
If you haven’t listened to Part 1 of this 2 part series. Be sure to listen to it here. Part 2: Advisors, your role...
CLIENT SERIES EPISODE: Stephen Wenzel is a world traveller, music director and yoga teacher, real estate investor, and 2-time Survivor of Stage 4B cancer....
Episode 1 of The Wealth Without Bay Street Podcast. Where conversations about money are actually fun! We understand that the reality for most when...