Những podcast Cash Value Solutions hay nhất (2024)

1
116: Policy Minimum Requirements 12:23

1+ y ago12:23

12:23

Jason and Kyle discuss what minimum payments need to be paid every year to keep the policy in force. 3 parts of a policy base, term, and PUA Base premium must be paid every year Some companies allow back filling if you couldn’t fully fund your premium the previous year Designing your policy with flexibility in mind is important For more information…

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115: Can my policy not payout? 10:15

1+ y ago10:15

10:15

Jason and Kyle discuss when life insurance doesn’t pay out the death benefit. All about the two year look back period Very rare for LI companies to not pay out the death benefit For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: https://www.facebook.…

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114: IBC Red Pills 17:08

1+ y ago17:08

17:08

Jason and Kyle discuss some red pills they have learned during their time in the life insurance and IBC business. IBC is not the end all be all IBC won’t immediately change your life Rate of return does matter Company choice does matter Borrowing from banks is not the end of the world For more information: Visit our website: www.cashvaluesolutions.…

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113: Paying The Price 14:13

1+ y ago14:13

14:13

Jason and Kyle discuss learning curves and other business-related hurdles. Nothing is free If you want something, you will pay for it one way or the other For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: https://www.facebook.com/Cash-Value-Solution…

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112: Are Survivorship Policies Stupid? 14:08

1+ y ago14:08

14:08

Jason and Kyle discuss when it makes sense to use survivorship policies. Context is key, most products have a place This product can work great for estate planning Also works great for income extraction With all its positives, survivorship policies don’t make sense for everyone For more information: Visit our website: www.cashvaluesolutions.com Sch…

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111: How Banks Work 15:55

2y ago15:55

15:55

Jason and Kyle discuss banks and how they work. Banks do not lend out their own money Banks lend out money that doesn’t exist Nelson did not like using banks because it is inflationary We still use banks but think it is important to understand how they work Link to George Gammon YT channel: https://www.youtube.com/c/GeorgeGammon For more informatio…

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110: The Importance Of Death Benefit 13:34

2y ago13:34

13:34

Jason and Kyle talk about the importance of having death benefit. You are your greatest asset, so insure yourself Your money must reside somewhere, why not in a policy that offers death benefit? Death benefit will help you or your loved ones navigate unexpected deaths For more information: Visit our website: www.cashvaluesolutions.com Schedule an I…

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109: Absolutes Are Dangerous 16:37

2y ago16:37

16:37

Jason and Kyle discuss about absolutes in the IBC and whole life world. Preaching absolutes is a good way to get yourself in trouble It’s important to keep an open mind and be able to adapt as your understanding grows For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like …

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108: Who Should Be Your Priority To Insure 15:18

2y ago15:18

15:18

Jason and Kyle discuss who should be insured first. Insuring business partners is important to make sure it can still go one even if there’s an unexpected death Death benefit can be used to expand the operation, pay off debt, or pay for custom hire to keep things going For more information: Visit our website: www.cashvaluesolutions.com Schedule an …

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107: IBC Is Not Exclusive 11:13

2y ago11:13

11:13

Jason and Kyle discuss a potential client conversation where they concluded that IBC was not for them. You can’t have a limited mindset and be successful with IBC We have seen all sorts of different people in different situations make IBC very successful For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery C…

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106: When Should You Expand Your System 11:44

2y ago11:44

11:44

Jason and Kyle discuss when you should expand your system of policies. More policies aren’t always better Policy design is important For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189 Foll…

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105: Who Shouldn’t Do IBC? 15:22

2y ago15:22

15:22

Jason and Kyle discuss who shouldn’t do IBC. You must qualify, not just anyone can get a policy If you have any doubts, do not move forward An IBC policy alone will not make you wealthy For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: https://www.f…

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104: Part: 3 Putting It All Together 10:30

2y ago10:30

10:30

Jason and Kyle finish their series on getting started with IBC with an overview of how things work. How loans are taken and repaid How you should manage your policy Expectations for your agent Implementing the process For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like …

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103: Part 2: How To Pick Your Agent 11:01

2y ago11:01

11:01

Jason and Kyle continue their series on getting started with IBC. This episode focuses on how to choose an agent to work with. Find an agent you can trust Listen to content from multiple agents You can use the IBC Practitioner Finder Don’t use someone who doesn’t know the concept Make sure the agent is practicing what they preach For more informati…

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102: Part1: Where To Get Started With IBC? 10:48

2y ago10:48

10:48

Jason and Kyle discuss what your first steps should be when you hear about IBC. Don’t start with illustrations Read Becoming Your Own Banker by Nelson Nash Watch Nelson’s seminar Read Warehouse of Wealth by Nelson Nash Have an idea of how much you want to pay Start looking for your agent For more information: Visit our website: www.cashvaluesolutio…

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101: Revisiting MECs 16:20

2y ago16:20

16:20

Jason and Kyle discuss modified endowment contracts and how they are created. Many different policy designs can MEC What is a MEC? MECs are avoidable For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106…

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100: Short Term Vs. Long Term Thinking 15:34

2y ago15:34

15:34

Jason and Kyle discuss long-term vs. short-term thinking regarding policy design. Think long range Look at the short-term gain vs. the long-term reward of a properly designed policy Properly vet your agent For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook…

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99: How Long Should You Fund Your Policy? 18:09

2y ago18:09

18:09

Jason and Kyle talk about how long premium should be paid. Why would you want to reduce premium after a few years? The goal should be to go through underwriting as few times as possible Make sure your agent has your best interest in mind Direct vs non-direct recognition really doesn’t matter Don’t major in the minors! For more information: Visit ou…

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98: Continuing Education 14:08

2y ago14:08

14:08

Jason and Kyle talk about the importance of continuing to educate yourself about the IBC. IBC is such a paradigm change that we need to continue educating ourselves about it Question and research everything you hear For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like ou…

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97: Setting Expectations 18:46

2y ago18:46

18:46

Jason and Kyle discuss setting financial expectations. Vet everyone to the same degree Do your own research with an open mind For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189 Follow Kyle…

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96: Context 14:35

2y ago14:35

14:35

Jason and Kyle discuss why understanding your context is important. Define your objectives when working with an agent Becoming Your Own Banker must be read before starting a policy We need to put less focus on the illustrations For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/c…

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95: Mindset Shift 15:28

2y ago15:28

15:28

Jason and Kyle talk about goal setting and making the hard changes. It’s easy to recognize the need for change but execution of those changes in necessary Let others know what you want or are pursuing so they can help you Try to make every transaction win-win For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discov…

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94: IBC Myth 20:05

2y ago20:05

20:05

Jason and Kyle discuss the idea of putting a dollar into a policy and receiving multiple dollars back. How do these policies grow? Uninterrupted compound interest is key For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: https://www.facebook.com/Cash…

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93: Is There A Positive Spread When Borrowing From A Policy? 17:23

2y ago17:23

17:23

Jason and Kyle answer a recent listener question regarding arbitrage in whole life policies. Understanding the IBC process is more important than numbers on an illustration There are currently no positive spreads, but spreads aren’t necessary for whole life and IBC to still make sense Don’t let analysis paralysis delay you from getting started impl…

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92: Why Would You Want To Work With Us? 16:11

2y ago16:11

16:11

Jason and Kyle discuss why you would want to work with them and what they provide other than IBC. You need cashflow and you also need a place to put that cashflow Besides self-banking, whole life insurance offers multiple benefits For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.co…

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91: The Cost of Not Getting Started 17:35

2y ago17:35

17:35

Jason and Kyle explain how it costs you money when you delay getting started with the IBC process. Delaying getting started will cost you thousands in compound interest In one year of waiting to start, the policy had $60k less in cash value Uninterrupted compound interest is powerful For more information: Visit our website: www.cashvaluesolutions.c…

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90: Focus On How Much Premium You Can Pay 17:35

2y ago17:35

17:35

Jason and Kyle discuss why you should focus how much you can pay rather than how little you can pay. They also discuss becoming “debt free” through IBC. The amount of benefit you receive from the process is directly correlated to the amount of premium you can pay When does it make sense to pay of debt with policy loans? If you pay of third-party de…

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89: Whole Life Insurance is Dynamic 16:40

2y ago16:40

16:40

Jason and Kyle discuss the dynamic characteristics of whole life insurance. WL adds multiple financial benefits that you don’t have to directly plan for It’s simple and effective at allowing you to take back control of your finances For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.…

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88: What is the Best Policy Design? 16:19

2y ago16:19

16:19

Jason and Kyle discuss policy design. Is there an end all be all policy design? Policy design must be coupled with the client’s needs Are blended policies bad? For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: https://www.facebook.com/Cash-Value-Sol…

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87: Illiquidity 17:20

2+ y ago17:20

17:20

Jason and Kyle discuss the illiquidity period in a whole life insurance policy. What is the illiquidity period? You take illiquidity on in many different forms Take into consideration what value the asset is providing you For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol L…

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86: Financial Advisors 17:51

2+ y ago17:51

17:51

Jason and Kyle discuss “financial advisors”. Are we financial advisors? Having knowledgeable consultants is crucial for your business Access to capital is king in the business world, not rate of return Consider the source of the guidance you receive For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: …

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85: What To Look Out For In The Insurance Industry Today 13:21

2+ y ago13:21

13:21

Jason and Kyle discuss some changes going on in the insurance industry. What does the guarantee rate change mean for you? Is there any arbitrage in borrowing against you whole life policy? Link to blog with interest chart: https://cashvaluesolutions.com/blog/i-dont-like-the-idea-of-paying-interest-when-i-use-my-infinite-banking-concept-policy For m…

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84: Rate of Return vs. Value 22:08

2+ y ago22:08

22:08

Jason and Kyle discuss rate of return vs. value extraction. Rate of return doesn’t tell the whole story You cannot live or build off rate of return alone Link to article: https://theinsuranceproblog.com/what-rate-of-return-beats-whole-life-insurance/ For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call:…

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83: You Don’t Have to Sell at the Top 15:08

2+ y ago15:08

15:08

Jason and Kyle explain why selling at the top isn’t necessary. Predicting the top of any market is nearly impossible IBC gives you consistent growth, with no risk of loss, and easy access to the capital Absolute dollars that you are generating in your system is much more important than rate of return For more information: Visit our website: www.cas…

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82: Sequence of Returns Risk 13:18

2+ y ago13:18

13:18

Jason and Kyle go over their blog, “Sequence of Returns Risk”. Sequence of returns risk is the potential adverse effects your investment portfolio could receive when you are withdrawing moneyduring negative or low return years. Adding whole life policies to you overall investment portfolio will provide certainty Blog: https://cashvaluesolutions.com…

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81: Taking Responsibility For Your Financial Situation 17:45

2+ y ago17:45

17:45

Jason and Kyle discuss taking responsibility for your financial situation. There’s a big difference between getting advice from professionals and giving total control to them It is important to figure out what you want and how do you achieve it For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https…

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80: Buy Term and Invest the Difference? 17:41

2+ y ago17:41

17:41

Jason and Kyle discuss the “Buy term and invest the difference” method. This sounds like a great idea if you don’t dig into the details Comparing this method to buying whole life is like comparing apples to oranges Context is important when deciding which route to go For more information: Visit our website: www.cashvaluesolutions.com Schedule an IB…

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79: 5 Questions For Your Business 15:12

2+ y ago15:12

15:12

Jason and Kyle discuss the top 5 questions you should be asking yourself about your business. Are you valuing your capital? Are you tax efficient? Does your financial plan help you manage your varying cashflows? Are you in control of your access of capital? How many benefits does your financial plan provide you? For more information: Visit our webs…

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78: How Long Should I Fund My Policy? 14:35

2+ y ago14:35

14:35

Jason and Kyle discuss how long you should pay into a whole life policy. Length of pay depends on your goals Policy design emphasizing on flexibility is crucial For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: https://www.facebook.com/Cash-Value-So…

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77: Whole Life Insurance as an Emergency Fund 14:48

2+ y ago14:48

14:48

Jason and Kyle explain why IBC designed polices are great emergency funds. You are contractually guaranteed the right to borrow against your cash value No questions are asked when you take policy loans There is no risk of loss of your capital These policies are extremely liquid For more information: Visit our website: www.cashvaluesolutions.com Sch…

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76: New Whole Life Products 10:07

2+ y ago10:07

10:07

Jason and Kyle discuss the changes in the 7702 law and the new insurance products coming out. Guaranteed rates are changing MEC limits are changing Should you get a policy with the old product before it expires? For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Fa…

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75: Does It Make Sense To Pay Off Debt When Flush With Extra Cash 14:22

2+ y ago14:22

14:22

Jason and Kyle talk about paying off debt when your cash flush. Does it make sense? If you have long-term debt locked in at low interest rates, it probably isn’t in your best interest to pay it off early Paying off debt early gives control and liquidity of your money to the banks For more information: Visit our website: www.cashvaluesolutions.com S…

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74: ”What Is This IBC thing? I Don‘t Understand It.” 19:23

2+ y ago19:23

19:23

Jason and Kyle discuss a recent post on social media where the poster was having a hard time getting through all the noise regarding IBC. Where does the wealth come from? Why does it seem like a bunch of contract bs? What makes this whole idea work? For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: …

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73: ”Where do I find the money to get started?” 18:46

2+ y ago18:46

18:46

Jason and Kyle answer the very popular “Where can I fund money to get started?” question. Not everyone is able to start IBC right away. Discipline is a must to be successful. Don’t “overpay” on debt For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: …

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72: Convertible Term 13:22

2+ y ago13:22

13:22

Jason and Kyle discuss what convertible term is and why it’s a useful tool. Convertible term is just like term insurance, but allows you to convert the policy to a permanent policy Convertible term is another tool to help us expand our system of insurance policies For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC D…

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71: Famous People That Have Used Whole Life Insurance 12:36

2+ y ago12:36

12:36

Jason and Kyle discuss what famous entrepreneurs have used whole life insurance to save or expand their businesses. Names like Walt Disney, JC Penny, Ray Kroc, Doris Christopher, Jim Harbaugh have had whole life insurance play huge rolls in their success Having access to capital in their policies was crucial for their success Link to blog: https://…

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70: A High Cash Value Life Insurance Policy By Itself Is Not IBC 13:35

2+ y ago13:35

13:35

Jason and Kyle explain why getting a high cash value life insurance policy alone, is not Infinite Banking. Policy is important, but comes second to the thought process of IBC Nothing wrong with wanting a policy, but not interested in IBC It is impossible to pick which company will give you the best IRR over your life Policy design is often more imp…

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69: Being Mission Driven 12:05

2+ y ago12:05

12:05

Jason and Kyle discuss being mission driven. Working towards a goal or mission will change your life If your actions don’t change, nothing in your life will change Play the long game For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: https://www.face…

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68: Controlling Your Time 12:05

2+ y ago12:05

12:05

Jason and Kyle discuss the importance of finding ways to control more of your time. Controlling your time and capital allows you to seek out opportunities Be conscious of what you spend your time on For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: …

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67: Liquidity, Control, and Guarantees 15:27

2+ y ago15:27

15:27

Jason and Kyle discuss the 3 most important things that IBC offers you. Control Liquidity Guarantees People crave the financial certainty that IBC can deliver For more information: Visit our website: www.cashvaluesolutions.com Schedule an IBC Discovery Call: https://calendly.com/cvsol Like our Facebook Page: https://www.facebook.com/Cash-Value-Solu…

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