Wealth Warehouse

Episode 173: Infinite Banking: Getting Policies on Family Members - May 2025 Live Webinar Replay


Listen Later

Visit our website: 

https://www.thewealthwarehousepodcast.com/

Becoming Your Own Banker by Nelson Nash: 


https://infinitebanking.org/product/becoming-your-own-banker/ref/46/


In this week’s special edition of Wealth Warehouse, Dave and Paul are sharing their most recent IBC webinar where they field questions from newcomers to Infinite Banking, experienced practitioners and even a few who may be starting their own banking system in the near future.


Episode Highlights:


0:00 - Introduction

1:37 - Episode beginning, juvenile policies

6:12 - Getting policies on adult children

9:02 - Gift tax, policies on nieces, nephews, etc.

14:57 - Planning for college

21:21 - Some other options for repaying loans

28:25 - Using cash value (to get more cash)

34:46 - Where else are you saving for big purchases?

38:15 - Question about 529 plans

46:05 - Loan rates, going through a bank

51:45 - Question: IULs and IBC and which companies to pick

59:57 - What’s a good “split” for a policy

1:03:36 - Episode wrap-up


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]


...more
View all episodesView all episodes
Download on the App Store

Wealth WarehouseBy The IBC Guys via Podcast Principles

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

117 ratings


More shows like Wealth Warehouse

View all
Creating Wealth Real Estate Investing with Jason Hartman by Jason Hartman

Creating Wealth Real Estate Investing with Jason Hartman

536 Listeners

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,853 Listeners

Get Rich Education by Real Estate Investing with Keith Weinhold

Get Rich Education

609 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

590 Listeners

The Money Advantage Podcast by Bruce Wehner & Rachel Marshall

The Money Advantage Podcast

61 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

521 Listeners

Life Success & Legacy by Life Success & Legacy

Life Success & Legacy

33 Listeners

Banking With Life Podcast by James Neathery

Banking With Life Podcast

77 Listeners

The Infinite Wealth Podcast by Infinite Wealth Consultants

The Infinite Wealth Podcast

54 Listeners

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

Strategic Whole Life by Infinite Banking Authorized Practitioners

63 Listeners

Directed IRA Podcast by Mat Sorensen and Mark Kohler

Directed IRA Podcast

167 Listeners

The Money Multiplier Podcast by The Money Multiplier

The Money Multiplier Podcast

27 Listeners

The Lifestyle Investor - Investing, Passive Income, Wealth by Justin Donald

The Lifestyle Investor - Investing, Passive Income, Wealth

286 Listeners

Infinite Banking Mastery by Valerie LaRoque

Infinite Banking Mastery

22 Listeners

Cashflow Legendz by Nate, Brandon and Brock

Cashflow Legendz

15 Listeners