In this week’s special episode, Dave and Paul share their most recent webinar!

In this one-hour discussion, the fellas focused on the larger topic of policy loans but also fielded questions about MECs, synchronizing payments, policy management and much more!

In addition to getting exposed to some other IBC users, you’ll also get to hear from them and why they like policy loans – and what they’re doing to create (or upgrade) their own banking system.

Episode Highlights:

0:00 - Intro

3:15 - Policy loans

8:34 - What is a policy loan?

18:13 - (To Will) “Why take a policy loan and not a bank loan?”

19:44 - (To David) “Why take a policy loan and not a bank loan?”

23:19 - Listener question about MECs

28:42 - When PUA needs to be paid (during policy initiation)

31:01 - Follow-up on the PUA question

32:20 - Some other reasons Dave likes policy loans

35:18 - You can use policy loans for any purpose

37:27 - There’s value to having cash

43:09 - “There isn’t better leverage available”

44:56 - HELOC question

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]