It's not unusual for people to be serious about Infinite Banking, but hesitant about the process to get started. Is it complicated? Scary? Hard? Am I really ready?!
If you've ever had any of those questions, this episode is for you! I'll give you an overview of how the process unfolds from our very first meeting all the way through having your policy in force and annual reviews.
You'll be able to feel good about moving forward.
Listen now!
Show highlights include:
- First Meeting De-mystified: What it's like, why we do it, and what kind of questions to expect. (0:53)
- Why I ask so many questions about your savings and retirement. (2:01)
- Why you should take that insurance coverage at work, and the major detail you can't afford to overlook. (4:03)
- Widow's firsthand account reveals the surprising truth about how much insurance you actually need. (4:45)
- Best time to read Nelson Nash's book so you can optimize your IBC's effectiveness. (10:21)
- Three to six weeks?! Why underwriting takes so long, and why your doctor could make it take even longer. (14:47)
- What to do if you have more questions after underwriting is complete. (15:11)
Reach out to me:
valerie@alphaomegawealth.com
https://www.linkedin.com/in/valerie-laroque-lacp-b569509
Infinite Banking Mastery (infinitebankingnorthwest.com)
