Ep. 23 – Common Objections to IBC

Ep. 23 – Common Objections to IBC

Get the answers to the most common objections I hear from clients, things I read online, and people passing by at farm shows. I am sure you have heard these objections yourself if you’ve tried to share about IBC, or perhaps you’ve thought them yourself if...
Ep. 22 – Money Flows from ONE Big Pool

Ep. 22 – Money Flows from ONE Big Pool

For no other reason, you may want to listen to this episode just to hear why Mary Jo is talking about people peeing in the pool. She will get into how money flows like water and blood, why you don’t need to compartmentalize money like the gurus say, and how you...
Ep. 21 – Why Haven’t I Heard of This?

Ep. 21 – Why Haven’t I Heard of This?

In this episode, I talk about why IBC may sound too good to be true, why you haven’t heard about this, and why I felt the same way when I came across this concept. It’s truly a simple explanation, but it’s profound, due to the fact that it was once...
BONUS – Pay Taxes or Avoid Taxes?

BONUS – Pay Taxes or Avoid Taxes?

In this episode, I lay out when it may be wise to buy something to avoid taxes and when it may be wise to avoid buying things instead. There may be a self-check moment in here as well when I am talking about who’s signing that final check for the purchase. Who...
Ep. 20 – You Don’t Make Money Taking Loans

Ep. 20 – You Don’t Make Money Taking Loans

Don’t get me wrong: taking loans is the best option in the policy, but I address why so many people think it’s a money maker and why it’s actually not. You will learn the difference between a loan repayment and a premium payment. In addition, you...