Banking With Life Podcast

In today's Banking With Life Q&A, James answers questions such as, "Which mutual insurers have the best dividend payout records?", "What are the tax implications of transferring a policy to my child abroad?", "What business benefits of whole life insurance are often overlooked?", and more! As always, we hope you enjoy and thank you for listening!

1. 0:22 - Which mutual insurers have the best dividend payout records?

2. 3:28 - What are the tax implications of transferring a policy to my child abroad?

3. 8:14 - How can I start selling insurance part-time without being pushy?

4. 10:06 - Isn’t buying term and investing the rest a better strategy?

5. 11:47 - What business benefits of whole life insurance are often overlooked?

6. 12:39 - A client shares their positive experience with IBC and policy loans.

7. 17:27 - Should I pay off my low-APR mortgage or keep the money in my banking system?

8. 21:28 - A client explains how they found clarity with IBC after misinformation.

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client!

➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here:

➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/

(Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking...

➫ https://www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here:

➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/

━━━

Learn more about James Neathery here:

➫ https://bankingwithlife.com

━━━

Follow us on Facebook:

➳ https://www.facebook.com/jamescneathery/

━━━

Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this episode, James and Jake reflect on the October 2024 Banking With Life Event. They share highlights from the speakers, the attendees, and the memorable moments that made the event so enjoyable. As always, we hope you enjoy, and thank you for listening!

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/

━━━

Learn more about James Neathery here: ➫ bankingwithlife.com

━━━

Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017

Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...

Listen on Soundcloud: ➫ @banking-with-life-podcast

━━━

Follow us on Facebook: ➳ www.facebook.com/jamescneathery/

━━━

Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this episode, James reflects on his 20-year journey with the Infinite Banking Concept, introduced to him by his dear friend and mentor, Nelson Nash, back in 2005. He shares fond memories and conversations with Nelson, reminiscing about the lessons and experiences they shared until Nelson’s passing in 2019. James invites listeners to join him down memory lane as he honors Nelson's legacy. We hope you enjoy, and thank you for listening!

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client!

➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here:

➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/

(Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking...

➫ https://www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here:

➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/

━━━

Learn more about James Neathery here:

➫ https://bankingwithlife.com

━━━

Listen on your iPhone with Apple Podcasts:

➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017

Listen on your Android through Stitcher:

➫ https://www.stitcher.com/podcast/bank...

Listen on Soundcloud:

➫ https://soundcloud.com/banking-with-life-podcast

━━━

Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this hair-raising Halloween episode, James dives into some spooky, scary, and downright tragic things that happen in the financial world. But, honestly, we had a lot of fun with it! It’s a mix of eerie tales and heavy moments, so buckle up for a thrilling ride through financial nightmares! Have a spooktacular Halloween! 🎃👻

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/

━━━

Learn more about James Neathery here: ➫ bankingwithlife.com

━━━

Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017

Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...

Listen on Soundcloud: ➫ @banking-with-life-podcast

━━━

Follow us on Facebook: ➳ www.facebook.com/jamescneathery/

━━━

Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this episode, James previews the upcoming 2024 Banking With Life Event. He discusses what to expect, why the Banking With Life team hosts these events, and how they evolved over time. James takes listeners through the history and origins of the event, sharing interesting insights along the way. As always, we hope you enjoy and thank you for listening!

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/

━━━

Learn more about James Neathery here: ➫ bankingwithlife.com

━━━

Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017

Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...

Listen on Soundcloud: ➫ @banking-with-life-podcast

━━━

Follow us on Facebook: ➳ www.facebook.com/jamescneathery/

━━━

Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this episode of the Banking with Life Podcast, James addresses a detailed comment from a viewer who has repeatedly shared criticisms of the Infinite Banking Concept® across several videos on the channel. James takes the opportunity to analyze the viewer's points, breaking down each one and offering insights along the way. As always, we hope you enjoy, and thank you for listening!

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/

━━━

Learn more about James Neathery here: ➫ bankingwithlife.com

━━━

Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017

Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...

Listen on Soundcloud: ➫ @banking-with-life-podcast

━━━

Follow us on Facebook: ➳ www.facebook.com/jamescneathery/

━━━

Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this episode of the Banking with Life Podcast, James and Ryan continue their discussion on Ryan's upcoming book, How to Buy Whole Life, exploring more in-depth the financial decision-making process that is often shaped by social media. As always, we hope you enjoy, and thank you for listening!

Watch Part 1 Here! ➫ youtu.be/3LtLeaL594c

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/

━━━

Learn more about James Neathery here: ➫ bankingwithlife.com

Learn more about Ryan Griggs here: ➫ www.griggscapitalstrategies.com/

━━━

Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017

Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...

Listen on Soundcloud: ➫ @banking-with-life-podcast

━━━

Follow us on Facebook: ➳ www.facebook.com/jamescneathery/

━━━

Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this episode of the Banking with Life Podcast, James and Ryan discuss Ryan's upcoming book "How to Buy Whole Life" and delve into the financial decision-making process often influenced by social media. They highlight how Ryan's book offers a more thoughtful approach. Join us next week for Part 2. As always, we hope you enjoy, and thank you for listening!

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/

━━━

Learn more about James Neathery here: ➫ bankingwithlife.com

Learn more about Ryan Griggs here: ➫ www.griggscapitalstrategies.com/

━━━

Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017

Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...

Listen on Soundcloud: ➫ @banking-with-life-podcast

━━━

Follow us on Facebook: ➳ www.facebook.com/jamescneathery/

━━━

Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In today's Banking With Life Q&A, James answers questions such as, "Are there fee tables in insurance contracts like in traditional finance?", "Why are you no longer listed as a board member on the NNI website?", "Should you pay off all your policy loans before starting a new policy?", and more! As always, we hope you enjoy and thank you for listening!

1. 0:22 - Can you explain what it means when people say, “the policy owner has the most control over their policy”?

2. 3:56 - Why are you no longer listed as a board member on the Nelson Nash Institute website?

3. 5:25 - Are there fee tables in insurance contracts like in traditional finance?

4. 14:29 - Can you share practical examples of how to track multiple loans and their payback schedules?

5. 16:03 - How can I set up a family bank, establish rules for loans, track them, and ensure a lasting legacy?

6. 18:48 - How can I take large income from policy loans later in life and calculate the potential returns?

7. 19:49 - Should you pay off all your policy loans before starting a new policy?

8. 21:14 - How can I extend the capitalization period without delaying my ability to fund the things I’m passionate about?

9. 24:56 - Is the Premium Deposit Fund a good option to store extra interest while waiting for my PUA space to reopen?

10. 27:34 - Should you fully fund your PDF before starting a new policy to give yourself more financial flexibility?

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/

━━━

Learn more about James Neathery here: ➫ bankingwithlife.com

━━━

Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

In this episode of the Banking with Life Podcast, James and Ryan talk about lessons from client interactions and discuss the impact of financial crisis on your personal monetary system. As always, we hope you enjoy the episode, and thank you for listening!

Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!

━━━

Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-banker

Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at [email protected] for a DISCOUNT CODE)

Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar

━━━

Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...

The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.

It's the perfect primer for everyone interested in becoming their own banker.

Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/

━━━

Learn more about James Neathery here: ➫ bankingwithlife.com

Learn more about Ryan Griggs here: ➫ www.griggscapitalstrategies.com/

━━━

Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017

Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...

Listen on Soundcloud: ➫ @banking-with-life-podcast

━━━

Follow us on Facebook: ➳ www.facebook.com/jamescneathery/

━━━

Disclaimer:

All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.