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Episode 57: IBC and 501(c)(3) - with Yvonne Burke
Welcome back to The IBC Guys Podcast!
Welcome back to the IBC Guys! In this episode, Dave has the privilege of joining Yvonne Burke in a conversation around how IBC can be used within the context of 501(c)(3)’s - ideas, practical application, and implications. The duo discusses financial transparency within non-profits, along with their financial responsibility, and the overall pressure 501(c)(3)’s face in stewarding other people’s money. Yvonne provides practical applications in (1) the players within a policy for a 501(c)(3), (2) five specific options in leveraging a policy within a non-profit, and (3) the biggest hurdle facing people looking to get their first policy. This is a good episode - buckle up!
Also in this episode, Yvonne knows everyone, we may rename the show, and we reveal the secret on how to give the same dollar to your church note once, but twice. Excited for you to join us!
Key takeaway: “It’s not difficult - it’s just different.” Yvonne Burke
Resources Mentioned:
[Link HERE] Morgan Housel’s The Psychology of Money
📩 Email: [email protected] | [email protected]
📞 Call: 507-205-2284
📅 Schedule a consultation: https://calendly.com/dave-familybankingsolutions/30min
📱 Follow us on social media:
Dave’s Facebook: https://www.facebook.com/dave.parmerlee
Dave’s Instagram: https://www.instagram.com/dave_ibcguys/
Dave’s Linkedin: https://www.linkedin.com/in/david-parmerlee-121bb3293/
Mike’s Facebook: https://www.facebook.com/profile.php?id=100090029017545
Mike’s Instagram: https://www.instagram.com/mike_ibcguys/
Mike’s Linkedin: https://www.linkedin.com/in/mike-stevens-962186336/
🔔 Don’t forget to subscribe and leave us a review—it helps us reach more people looking for financial freedom through IBC!
#InfiniteBanking #WealthBuilding #IBCGuys #FinancialFreedom
By daveibcguys5
2323 ratings
Episode 57: IBC and 501(c)(3) - with Yvonne Burke
Welcome back to The IBC Guys Podcast!
Welcome back to the IBC Guys! In this episode, Dave has the privilege of joining Yvonne Burke in a conversation around how IBC can be used within the context of 501(c)(3)’s - ideas, practical application, and implications. The duo discusses financial transparency within non-profits, along with their financial responsibility, and the overall pressure 501(c)(3)’s face in stewarding other people’s money. Yvonne provides practical applications in (1) the players within a policy for a 501(c)(3), (2) five specific options in leveraging a policy within a non-profit, and (3) the biggest hurdle facing people looking to get their first policy. This is a good episode - buckle up!
Also in this episode, Yvonne knows everyone, we may rename the show, and we reveal the secret on how to give the same dollar to your church note once, but twice. Excited for you to join us!
Key takeaway: “It’s not difficult - it’s just different.” Yvonne Burke
Resources Mentioned:
[Link HERE] Morgan Housel’s The Psychology of Money
📩 Email: [email protected] | [email protected]
📞 Call: 507-205-2284
📅 Schedule a consultation: https://calendly.com/dave-familybankingsolutions/30min
📱 Follow us on social media:
Dave’s Facebook: https://www.facebook.com/dave.parmerlee
Dave’s Instagram: https://www.instagram.com/dave_ibcguys/
Dave’s Linkedin: https://www.linkedin.com/in/david-parmerlee-121bb3293/
Mike’s Facebook: https://www.facebook.com/profile.php?id=100090029017545
Mike’s Instagram: https://www.instagram.com/mike_ibcguys/
Mike’s Linkedin: https://www.linkedin.com/in/mike-stevens-962186336/
🔔 Don’t forget to subscribe and leave us a review—it helps us reach more people looking for financial freedom through IBC!
#InfiniteBanking #WealthBuilding #IBCGuys #FinancialFreedom

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