On Becoming a Life Insurance Agent Specializing in the IBCAn open letter to those contemplating the businessNov 10, 2023Nov 10, 2023
Companion Term: Building an On-Ramp to IBC System ExpansionThe use cases and tradeoffs involved with purchasing standalone term life insurance for future conversion into IBC-style whole life.Oct 25, 2023Oct 25, 2023
The Premium Deposit Fund Rider: How to Use a Windfall to Start the IBCA case study on how to transform accumulated financial value into seed funding for your own personal monetary systemAug 2, 2023Aug 2, 2023
My Talk at the 2023 Nelson Nash Institute IBC Think TankIBC-Style Policy Design & Use: An Economic PerspectiveApr 7, 2023Apr 7, 2023
MassMutual May Terminate Agent Contracts, Reject Applications Associated with Infinite BankingIn January 2023, one of the largest life insurance companies in the world circulated an internal memo blasting Infinite Banking. I respond.Jan 26, 2023Jan 26, 2023
Why Stop at 10–90? The Real, Most Anti-Base Premium Whole Life Policy Designs10–90 is not as anti-base as you can go. So why stop there?Sep 16, 20221Sep 16, 20221
Clients, You’re Invited! The First Ever Banking with Life Live Event — 10/15/22 in Fort Worth, TXSee within for instructions to get tickets.Aug 23, 2022Aug 23, 2022
Another IBC Hit Piece: “Policy Genius” EditionOnline term insurance promotion-engine “Policygenius” attacked the Infinite Banking Concept in term insurance sales copy disguised as…Jul 28, 2022Jul 28, 2022
A Financial Plan is not a Financial StrategyAn application of a prominent business professor’s analysis of business strategy and business plans to the domain of financial advisingJul 18, 20221Jul 18, 20221
