Strategic Whole Life by Infinite Banking Authorized Practitioners

39: Shopping For The Money


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One of the best ways to ensure we maximize the Infinite Banking strategy is by understanding when we should take policy loans. This is a little discussed topic but it's a topic you should be up to speed on.

Just because we have access to cash values doesn't mean we should always use policy loans.

In this episode we'll discuss the idea of "shopping" for money, our 5 Rules of Thumb, and why this topic is so important. We'll also talk about different examples to help you better understand when best to take policy loans and we'll even touch on whether or not policies loans help grow cash values.

Take a listen, let us know what questions you have, or even book a consultation to start your Infinite Banking journey at www.TheFifthEdition.com.

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Strategic Whole Life by Infinite Banking Authorized PractitionersBy John Montoya, John D. Perrings

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