The Cash Value Solutions Podcast

By Cash Value Solutions

Welcome to the Cash Value Solutions Podcast, where we shed light on little known money truths and teach you how to become your own banker.

Our show focuses on financial education surrounding the Inf... more

4.7

1414 ratings

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about The Cash Value Solutions Podcast:

How many episodes does The Cash Value Solutions Podcast have?

The podcast currently has 116 episodes available.

The Cash Value Solutions Podcast episodes:

October 24, 2022116: Policy Minimum Requirements
Jason and Kyle discuss what minimum payments need to be paid every year to keep the policy in force.
- 3 parts of a policy base, term, and PUA
Base premium must be paid every year
Some companies allow back filling if you couldn’t fully fund your premium the previous year
Designing your policy with flexibility in mind is important
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
...more
13min
October 10, 2022115: Can my policy not payout?
Jason and Kyle discuss when life insurance doesn’t pay out the death benefit.
- All about the two year look back period
Very rare for LI companies to not pay out the death benefit
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
...more
11min
September 26, 2022114: IBC Red Pills
Jason and Kyle discuss some red pills they have learned during their time in the life insurance and IBC business.
- IBC is not the end all be all
IBC won’t immediately change your life
Rate of return does matter
Company choice does matter
Borrowing from banks is not the end of the world
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
...more
18min
August 15, 2022113: Paying The Price
Jason and Kyle discuss learning curves and other business-related hurdles.
- Nothing is free
If you want something, you will pay for it one way or the other
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
...more
15min
August 01, 2022112: Are Survivorship Policies Stupid?
Jason and Kyle discuss when it makes sense to use survivorship policies.
- Context is key, most products have a place
This product can work great for estate planning
Also works great for income extraction
With all its positives, survivorship policies don’t make sense for everyone
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
...more
15min
July 25, 2022111: How Banks Work
Jason and Kyle discuss banks and how they work.
- Banks do not lend out their own money
Banks lend out money that doesn’t exist
Nelson did not like using banks because it is inflationary
We still use banks but think it is important to understand how they work
Link to George Gammon YT channel: https://www.youtube.com/c/GeorgeGammon
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
...more
16min
July 18, 2022110: The Importance Of Death Benefit
Jason and Kyle talk about the importance of having death benefit.
- You are your greatest asset, so insure yourself
Your money must reside somewhere, why not in a policy that offers death benefit?
Death benefit will help you or your loved ones navigate unexpected deaths
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
...more
14min
July 11, 2022109: Absolutes Are Dangerous
Jason and Kyle discuss about absolutes in the IBC and whole life world.
- Preaching absolutes is a good way to get yourself in trouble
It’s important to keep an open mind and be able to adapt as your understanding grows
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
...more
17min
June 20, 2022108: Who Should Be Your Priority To Insure
Jason and Kyle discuss who should be insured first.
- Insuring business partners is important to make sure it can still go one even if there’s an unexpected death
Death benefit can be used to expand the operation, pay off debt, or pay for custom hire to keep things going
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
...more
16min
June 13, 2022107: IBC Is Not Exclusive
Jason and Kyle discuss a potential client conversation where they concluded that IBC was not for them.
- You can’t have a limited mindset and be successful with IBC
We have seen all sorts of different people in different situations make IBC very successful
For more information:
Visit our website: www.cashvaluesolutions.com
Schedule an IBC Discovery Call: https://calendly.com/cvsol
Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189
Follow Kyle on Twitter: @KyleMans
Connect with Jason on LinkedIn: Jason Pohlmeier
Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA
Submit questions to: [email protected] or [email protected]
Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/
Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/
...more
12min

FAQs about The Cash Value Solutions Podcast:

How many episodes does The Cash Value Solutions Podcast have?

The podcast currently has 116 episodes available.