Life Success & Legacy

By Life Success & LegacyBusiness Education Courses Management

Life Success & Legacy episodes

October 12 Common Myths and Misconceptions about IBC
This week we’re going through some of the most common myths and misconceptions about IBC. Some come straight from client questions and learning events, and plenty come from what’s floating around online. A lot of them stick because they sound reasonable until you look at how a properly designed IBC policy actually works. We take on a few them this podcast, say where the confusion comes from, and talk about what we’ve seen in practice. If you’ve heard something about IBC that doesn’t sit right, this one’s worth a listen.
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35 min
September 18 IBC is Caught not Taught
You’ve probably heard this one before: IBC is caught, not taught. Where did that phrase actually come from, and what does it mean in practice? We get into how LSL thinks about it — and why “catching” it tends to be a lightbulb moment, one that changes how people see the uses of their policy and, for a lot of folks, marks a real turning point in how they run their system.
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32 min
August 28 Annual Prepaid Interest
This is one we’ve talked around plenty of times but never actually sat down and recorded on its own: annual prepaid interest. So that’s what we’re doing here. There are a few different ways to handle it, but we get into what it actually is, why it gets charged, why that charge actually works in your favor, and how each of us personally handles paying it.
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35 min
August 15 Revisiting Aggressive Policy Design
This week we’re back on a question that comes up all the time in Boot Camp: how aggressive should your policy design actually be? We’re all for putting a policy to work right away, whether that means paying down debt or covering everyday expenses, but ultra-aggressive design is where we draw the line. We go through several examples, including a few from our own experience, and no one on the Life Success & Legacy team designs policies this aggressively. Ours typically run even more conservative than several of Nelson’s examples. Worth a listen as you decide how to design your policies.
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35 min
July 24 Why We Started Our Policies (and How We Funded Them)
Clients ask us this all the time: how many policies do you actually have, how did you fund them, and do you really need more than one? In this episode, we go through our own systems and provide an overview of why we started each one, and the reasoning behind adding more.
The post Why We Started Our Policies (and How We Funded Them) appeared first on Life Success Legacy.
43 min
July 06 Interview with Mike Everett – 2026 Edition
Chris sits down with Mike Everett — founder, leader, el jefe, take your pick — to get into IBC, Nelson Nash, and what’s been happening with LSL. Grab your coffee for this one cause you know an Everett interview is not to be missed!
The post Interview with Mike Everett – 2026 Edition appeared first on Life Success Legacy.
50 min
June 05 Interview with Andrew Dalager
What happens when a former principal runs into one of his old elementary school students — years later — and they’re both deep into the Infinite Banking Concept? That’s exactly this episode. Chris sits down with Andrew Dalager for a conversation that’s equal parts reunion and revelation. They reminisce about the early days, catch up on life and family, and then get into the good stuff: how Andrew found IBC, why it clicked for him, and the banking system he’s been steadily building ever since. It’s a great reminder that this concept finds people in all kinds of ways — and once it does, there’s no going back.
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48 min
May 19 When Can I Stop Paying Premiums? – A Mindset Question.
We hear it constantly: when can I stop paying premiums? Nelson Nash owned 49 whole life policies at one point — many not even on his own life. He wasn’t looking for an exit. He was building something. Policies paid for as long as possible create a family bank. One that stops depending on traditional banks. One that actually passes wealth forward. In this episode we cover policy structure, personal preferences around premiums, and what Nelson knew all along. Stopping isn’t the goal. Building is.
The post When Can I Stop Paying Premiums? – A Mindset Question. appeared first on Life Success Legacy.
31 min
April 28 Jeff King: Infinite Banking, Big Ideas & the Dream Conversation | Part 1
In this episode, Chris sits down with Jeff King — a man of many dimensions, but boring isn’t one of them. This first conversation is all about getting to know Jeff: his background, his philosophy, and how he and his wife are putting the Infinite Banking Concept to work in their own lives. Jeff also plays a role in the team’s Dream Conversation — but those details will have to wait for episode two. Tune in and get to know one of our favorite people behind the scenes.
The post Jeff King: Infinite Banking, Big Ideas & the Dream Conversation | Part 1 appeared first on Life Success Legacy.
45 min
March 27 Interview with Pei Chen! Part 1
In this episode, Chris Bay sits down with Pei Chen to discuss her incredible journey into Infinite Banking and velocity banking. Once a curious observer on the sidelines, Pei has grown into one of the most respected voices in the space. She breaks down key concepts, shares real-life implementation examples, and offers insights shaped by years of teaching and hands-on experience. This conversation is packed with wisdom and practical takeaways. Don’t miss Part 1 of this powerful two-part series!
The post Interview with Pei Chen! Part 1 appeared first on Life Success Legacy.
53 min