M&A Unplugged

28. What is Infinite Banking with Jim Oliver


Listen Later

In this episode, Domenic and Jim Oliver discuss:

  • The actual rate of return versus the average rate of return on investments.
  • Jim's background and his start in mastering the infinite banking concept.
  • The whole life insurance policy rider that generates the borrowing platform.
  • How Jim uses the concept to acquire and invest in businesses.

Key Takeaways:

  • It can only be done with a Mutual Life Insurance company.
  • You can borrow against your premium without touching the principle.
  • You pay an average interest rate of 5% against the value of the loan which is in turn, tax deductible.
  • It is an alternative bank that you control.

"We designed it to be the lowest death benefit, highest cash value available." — Jim Oliver

About Jim Oliver: bio not provided

Connect with Jim Oliver: https://www.facebook.com/createtailwind

Website: https://createtailwind.com

LinkedIn: https://www.linkedin.com/company/create-tailwind/about/

Connect with Domenic Rinaldi:

Sun Acquisitions Website: www.sunacquisitions.com

M&A Unplugged Website: www.maunplugged.com

Email: [email protected]

Linkedin:

Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/

Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/

Facebook:

Sun Acquisitions: https://www.facebook.com/sunacquisitions/

M&A Unplugged: https://www.facebook.com/MAUnplugged/

Twitter:

@SunAcquisitions https://twitter.com/SunAcquisitions

@M_A_Unplugged https://twitter.com/M_A_Unplugged

Instagram:

@sunacquisitions https://www.instagram.com/sunacquisitions/

@ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/

YouTube:

Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg

Show notes by Podcastologist: Nicolette Jackson-Pownall

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

...more
View all episodesView all episodes
Download on the App Store

M&A UnpluggedBy Domenic Rinaldi

  • 5
  • 5
  • 5
  • 5
  • 5

5

85 ratings