The Cash Value Solutions Podcast

The Cash Value Solutions Podcast

By Cash Value SolutionsBusinessInvesting
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The Cash Value Solutions Podcast episodes

  • 96: Context

    Jason and Kyle discuss why understanding your context is important.

    • Define your objectives when working with an agent
  • Becoming Your Own Banker must be read before starting a policy
  • We need to put less focus on the illustrations
  • 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
  • 95: Mindset Shift

    Jason and Kyle talk about goal setting and making the hard changes.  

    • It’s easy to recognize the need for change but execution of those changes in necessary
  • Let others know what you want or are pursuing so they can help you
  • Try to make every transaction win-win
  • 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
  • 94: IBC Myth

    Jason and Kyle discuss the idea of putting a dollar into a policy and receiving multiple dollars back.   

    • How do these policies grow?
  • Uninterrupted compound interest is key
  • 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/

    21 min
  • 93: Is There A Positive Spread When Borrowing From A Policy?

    Jason and Kyle answer a recent listener question regarding arbitrage in whole life policies.  

    • Understanding the IBC process is more important than numbers on an illustration
  • There are currently no positive spreads, but spreads aren’t necessary for whole life and IBC to still make sense
  • Don’t let analysis paralysis delay you from getting started implementing IBC
  • Blog link for chart mentioned: https://cashvaluesolutions.com/blog/i-dont-like-the-idea-of-paying-interest-when-i-use-my-infinite-banking-concept-policy

    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/

     

    18 min
  • 92: Why Would You Want To Work With Us?

    Jason and Kyle discuss why you would want to work with them and what they provide other than IBC.

    • You need cashflow and you also need a place to put that cashflow
  • Besides self-banking, whole life insurance offers multiple benefits
  • 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
  • 91: The Cost of Not Getting Started

    Jason and Kyle explain how it costs you money when you delay getting started with the IBC process.  

    • Delaying getting started will cost you thousands in compound interest
  • In one year of waiting to start, the policy had $60k less in cash value
  • Uninterrupted compound interest is powerful
  • 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/

    18 min
  • 90: Focus On How Much Premium You Can Pay

    Jason and Kyle discuss why you should focus how much you can pay rather than how little you can pay. They also discuss becoming “debt free” through IBC.

    • The amount of benefit you receive from the process is directly correlated to the amount of premium you can pay
  • When does it make sense to pay of debt with policy loans?
  • If you pay of third-party debt with a policy loan, you’re still in debt to the insurance company
  • 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/

    18 min
  • 89: Whole Life Insurance is Dynamic

    Jason and Kyle discuss the dynamic characteristics of whole life insurance.

    • WL adds multiple financial benefits that you don’t have to directly plan for
  • It’s simple and effective at allowing you to take back control of your finances
  • 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
  • 88: What is the Best Policy Design?

    Jason and Kyle discuss policy design.   

    • Is there an end all be all policy design?
  • Policy design must be coupled with the client’s needs
  • Are blended policies bad?
  • 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
  • 87: Illiquidity

    Jason and Kyle discuss the illiquidity period in a whole life insurance policy.  

    • What is the illiquidity period?
  • You take illiquidity on in many different forms
  • Take into consideration what value the asset is providing you
  •  
  • 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/

    18 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.