Not Your Average Financial Podcast™

Episode 303: Expert Panel on Bank on Yourself® Client Stories

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In this episode, we ask:

  • What is even better than a five star review?
  • Who needs to hear this?
  • What book does Stephen recommend?
  • What did Stephen’s clients learn?
  • What did Dan’s client do with his cash value?
  • What were Mark’s clients able do with their modest policies?
  • What did Grant’s business owner client do?
  • Who wants to have control of their money?
  • Why would a business owner choose to do a Bank on Yourself® account strategy for their employees?
  • What about emergencies?
  • What happens with 401(k)s when losing an employee?
  • What about taxable accounts?
  • What about tax free money?
  • What about giving the family something more valuable?
  • What are the benefits?
  • Do employees love it?
  • What happened with John’s business owner client?
  • What about the challenge to get the funding for business expenses?
  • What’s the update with this client’s retirement?
  • Who wants more policies?
  • What is so powerful to understand about WHOLE LIFE insurance?
  • What do you need today? tomorrow?
  • Would you like to hear Episode 86 and Episode 87?
  • What did Amanda do?
  • Who pays tax via policy loans?
  • What about self escrow?
  • How much did Amanda’s client save in fees while doing self escrow with policy loans?
  • What seeds did Sarry’s client plant for the future?
  • What about Mark’s client’s family example?
  • What about thinking outside of the box?
  • Where is it written that you have to put all of your chips on red or black to meet your financial goals?
  • What are the takeaways?
  • Would you like to connect on the FREE Not Your Average Financial Community at notyouraverage.mn.co?

    • This episode features a round table of

    select Bank On Yourself® Professionals, including:
    John Ensley (Puget Sound, WA),
    Sarry Ibrahim (Chicago, IL),
    Dan Morris (Daytona Beach, FL),
    Amanda Neely (Cincinnati, OH),
    Brandon Neely (Cincinnati, OH),
    Stephen Step (Los Angeles, CA)
    and Grant Thompson (Amarillo, TX).

     

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