For the first time ever, the guys are coming atcha from the road!
This week, Dave and Paul attended the 2023 IBC ThinkTank in Birmingham, Alabama! This yearly event is well-attended by practitioners from all across the country and features workshops, speakers and other IBC-related events.
Dave and Paul will give you their thoughts on some of the workshops, as well as a recap of the speakers, their topics and their overall experience at the ThinkTank!
Is IBC for you? Use this link to schedule and intro call with us:
https://calendly.com/dave-743/wealth-warehouse-intro-call
DON’T FORGET - Join us on March 21st at 7pm Central Time for another Live Q&A with Paul and Dave!
Register here:
https://us06web.zoom.us/meeting/register/tZMlduGuqzgpHdFEY_k0BItKZVYq4FgtvhZv
Episode Highlights:
0:00 - Introduction
0:29 - Episode beginning
1:28 - Reflecting on the ThinkTank
3:55 - Are we agents of practitioners?
7:23 - Policy design
10:06 - It’s a generational thing
11:35 - ThinkTank workshop
14:58 - Income and legacy
16:54 - IBC as a retirement vehicle and a passive income vehicle
20:24 - 3 questions to ask clients
21:33 - Inflation, “it’s a lot more than just a banking system”
26:44 - The simplicity of IBC
29:35 - The theme of the think tank
33:01 - Dave and Paul as coaches
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.
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
