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The Cash Value Solutions Podcast episodes
- 106: When Should You Expand Your System
Jason and Kyle discuss when you should expand your system of policies.
- More policies aren’t always better
- Policy design 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/
12 min - 105: Who Shouldn’t Do IBC?
Jason and Kyle discuss who shouldn’t do IBC.
- You must qualify, not just anyone can get a policy
- If you have any doubts, do not move forward
- An IBC policy alone will not make you wealthy
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/
16 min - 104: Part: 3 Putting It All Together
Jason and Kyle finish their series on getting started with IBC with an overview of how things work.
- How loans are taken and repaid
- How you should manage your policy
- Expectations for your agent
- Implementing the process
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/
11 min - 103: Part 2: How To Pick Your Agent
Jason and Kyle continue their series on getting started with IBC. This episode focuses on how to choose an agent to work with.
- Find an agent you can trust
- Listen to content from multiple agents
- You can use the IBC Practitioner Finder
- Don’t use someone who doesn’t know the concept
- Make sure the agent is practicing what they preach
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/
12 min - 102: Part1: Where To Get Started With IBC?
Jason and Kyle discuss what your first steps should be when you hear about IBC.
- Don’t start with illustrations
- Read Becoming Your Own Banker by Nelson Nash
- Watch Nelson’s seminar
- Read Warehouse of Wealth by Nelson Nash
- Have an idea of how much you want to pay
- Start looking for your agent
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/
11 min - 101: Revisiting MECs
Jason and Kyle discuss modified endowment contracts and how they are created.
- Many different policy designs can MEC
- What is a MEC?
- MECs are avoidable
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/
17 min - 100: Short Term Vs. Long Term Thinking
Jason and Kyle discuss long-term vs. short-term thinking regarding policy design.
- Think long range
- Look at the short-term gain vs. the long-term reward of a properly designed policy
- Properly vet your agent
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/
16 min - 99: How Long Should You Fund Your Policy?
Jason and Kyle talk about how long premium should be paid.
- Why would you want to reduce premium after a few years?
- The goal should be to go through underwriting as few times as possible
- Make sure your agent has your best interest in mind
- Direct vs non-direct recognition really doesn’t matter
- Don’t major in the minors!
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/
19 min - 98: Continuing Education
Jason and Kyle talk about the importance of continuing to educate yourself about the IBC.
- IBC is such a paradigm change that we need to continue educating ourselves about it
- Question and research everything you hear
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/
15 min - 97: Setting Expectations
Jason and Kyle discuss setting financial expectations.
- Vet everyone to the same degree
- Do your own research with an open mind
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/
19 min
About The Cash Value Solutions Podcast
From the publisher's feed
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 Infinite
Banking Concept. This is a cashflow management system that allows you to use your capital more efficiently and create a financial tailwind in your life.