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  • 116: Policy Minimum Requirements
    2022/10/24

    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: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

    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/

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    12 分
  • 115: Can my policy not payout?
    2022/10/10

    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: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

    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/

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    10 分
  • 114: IBC Red Pills
    2022/09/26

    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: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

    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/

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    17 分
  • 113: Paying The Price
    2022/08/15

    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: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

    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/

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    14 分
  • 112: Are Survivorship Policies Stupid?
    2022/08/01

    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: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

    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/

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    14 分
  • 111: How Banks Work
    2022/07/25

    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: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

    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/

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    16 分
  • 110: The Importance Of Death Benefit
    2022/07/18

    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: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

    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/

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    14 分
  • 109: Absolutes Are Dangerous
    2022/07/11

    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: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

    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/

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    17 分