Breakaway Wealth Podcast

Choosing the Right Insurance Company


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In This Episode:

Jim Oliver and Nick Kosko discuss what to look for in an insurance company when beginning your Infinite Banking journey.

Key Points:

  1. Mutual companies share their profits with you, the shareholder.
  2. Good ratings can be bought and don’t necessarily reflect the standings of the company. Instead look at their actual financials (you want high reserves, guarantees, etc).
  3. Find a company that supports the process of Infinite Banking.
  4. Flexible, individualized policy design is essential.

Book Mentioned in This Episode:

The Case for IBC by  Nelson Nash

 

Follow along with this episode on YouTube

 

Connect with Jim Oliver:

Facebook: CreateTailwind & Jim Oliver

Website: https://createtailwind.com/

YouTube: CreateTailwind

LinkedIn: Jim Oliver

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