In one of our most popular webinars, Steve teamed up with Denzel Rodriguez, a Veolicity Banking Specialist, to discuss how the Infinite Banking Concept and Velocity Banking differ and how they can work hand in hand. Our businesses share many of the same clients and this episode really helped show the relationship between the two concepts and how they can help people save money and get out of debt!

What is a Survivorship policy? Is it easier to just get a policy on your spouse and yourself? What does that mean for your chosen beneficiary? Everything you need to know about Survivorship Policies is covered in this episode! Check out our YouTube video here: https://www.youtube.com/watch?v=CmTDlWQKwXk&list=PL3qYetO2Oc86Mz2GIlopgNryZ5QOZtW4O&index=21&t=0s

In this episode, Jerry Fetta from Wealth DynamX joins us to talk about Qualified Plans and how they can be integrated with High Cash Value Life Insurance policies. Check out the video here: https://www.youtube.com/watch?v=yKsvpi-Irz8&list=PL3qYetO2Oc86Mz2GIlopgNryZ5QOZtW4O&index=19

Who doesn't want to pay off their debts quickly and easily?! A cash value life insurance policy can help you do this...but of course, it isn't the only way to pay down debts, and it isn't always the best option. Listen in to find out why and when it is most beneficial to use an insurance policy to do so. Watch the video here: https://www.youtube.com/watch?v=6JjWnitoALg&list=PL3qYetO2Oc86Mz2GIlopgNryZ5QOZtW4O&index=18

A common question many clients have is if it would be better for them to take a policy out on a child/grandchild since they are younger and a policy would be less expensive. The answer might surprise you! Listen in to this live recording as Steve discusses the different variables, limitations, and goes through some examples. If you'd like to watch with visuals, check out the video here: https://www.youtube.com/watch?v=Zxk1ua0NBx4&list=PL3qYetO2Oc86Mz2GIlopgNryZ5QOZtW4O&index=18&t=1327s

In this webinar, Steve shows how to properly set up a policy if you plan on borrowing from it for real estate investing purposes. There are some visuals, so feel free to check out the original video recording here: https://www.youtube.com/watch?v=tyicQUBZfys&list=PL3qYetO2Oc86Mz2GIlopgNryZ5QOZtW4O&index=16

This week, Steve discusses whether policies are better with or without Term Riders and why. This is a question we get asked all the time by those who really like to understand how their policy can be designed for maximum cash value and why it works that way. Watch the full video recording here: https://www.youtube.com/watch?v=Ydt-1VF4lDE&list=PL3qYetO2Oc86Mz2GIlopgNryZ5QOZtW4O&index=15

There is always interest when you take out a policy loan. But where does that money go? Have you ever heard that you can pay yourself back with the interest dollars? In this episode, Steve answers these questions and breaks down some examples showing exactly where the money goes and why. Check out the visuals in our YouTube video here: https://www.youtube.com/watch?v=nIeNVhMRcls&list=PL3qYetO2Oc86Mz2GIlopgNryZ5QOZtW4O&index=15&t=188s

What is a MEC limit? How does it work? Why is it so important? Tune in to this episode to find out everything you need to know about the Modified Endowment Contract! Check out the original video recording on our YouTube channel: https://www.youtube.com/watch?v=rReLTfqTltc&list=PL3qYetO2Oc86Mz2GIlopgNryZ5QOZtW4O&index=14&t=16s

Steve talks all about what you REALLY earn in dividends on your policy. Is it really 6% like the Major Mutual companies say? If it isn't, why do they advertise it? The original webinar has some visuals included, so if you'd like to see it, check it out on YouTube: https://www.youtube.com/watch?v=sJ6Ha2LSszo&list=PL3qYetO2Oc86Mz2GIlopgNryZ5QOZtW4O&index=11&t=3s