Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website:

https://www.thewealthwarehousepodcast.com/

In this week’s episode, Dave and Paul sit down with a special guest to explore his IBC journey and what he’s learned from his policy-building and IBC journey to his business-building experience using the Infinite Banking System!

Our guest today, Scott McKay, is a retired Army Lieutenant Colonel who served in Special Operations and conventional Infantry formations for twenty years. After retiring and moving to Colorado Springs, Colorado he joined a private software development company as a Program Manager. He and his wife are the owners and operators of Aspen Aesthetics + Wellness, a boutique style medical aesthetics and wellness medspa (www.aspen-elevated.com).

Episode Highlights:

0:00 - Introduction

0:55 - Episode beginning

1:41 - Some background on Scott

5:08 - Scott’s IBC journey

8:46 - Scott’s business-building experience

12:18 - Using IBC to START the business

16:55 - Loans and life insurance

19:04 - Access to liquid capital

24:35 - “It’s not an investment”

28:31 - Getting your employer to pay for your life insurance

34:06 - Knowing when you’re ready for more policies

36:14 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website:

https://www.thewealthwarehousepodcast.com/

It’s something we should all worry about when it comes to financial advice:

“Is this really what I should be doing?”

So, when it comes time to pick an advisor, there are some things you can look out for that will give you invaluable insight into whether or not this person actually knows what they’re talking about.

And who better to outline what you should be looking/listening for than Dave and Paul? Tune in to see how you can tell the pros from the pretenders!

Episode Highlights:

0:00 - Introduction

1:07 - Episode beginning

2:05 - Talking about the previous year..

7:31 - 7 million in, a quarter BILLION comes out

8:39 - Finding an advisor

9:58 - How do you know if your advisor is legit?

15:47 - Are they authorized?

16:47 - Experience level

18:40 - Ongoing support and specific expertise

21:59 - “Do they have a process?”

23:34 - Do they require you to understand IBC first?

24:49 - Designing your policy

28:36 - Episode wrap-up

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com

Becoming Your Own Banker by Nelson Nash:

https://infinitebanking.org/product/becoming-your-own-banker/ref/46/

Visit our website:

https://www.thewealthwarehousepodcast.com/

In this episode of Wealth Warehouse, hosts Dave and Paul dive into a fascinating new report from Ernst & Young (EY) that sheds light on the evolving role of whole life insurance in retirement planning and investments. They unpack key takeaways from the report, titled "How Life Insurers Can Provide Differentiated Retirement Benefits", and explore how these insights align with the Infinite Banking philosophy.

From the challenges facing traditional retirement strategies to the unique opportunities whole life insurance can offer, Dave and Paul break down the complex world of insurance-backed financial planning in an easy-to-understand and actionable way.

https://www.ey.com/en_us/insights/insurance/how-life-insurers-can-provide-differentiated-retirement-benefits

Episode Highlights:

0:00 - Introduction

1:31 - Episode beginning

3:26 - EY’s report on whole life insurance

8:54 - Why use whole life vs. universal?

10:04 - Deferred income annuities and pensions

16:01 - Examining the“35 yr. old couple” simulation

21:00 - Looking at “10% whole life, 90% investments”

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Visit our website:

https://www.thewealthwarehousepodcast.com/

Catch up with David and Paul, visit the links below!

Website:

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

davidandpaul@theibcguys.com