by Isis Palicio | Jul 8, 2019 | Blog
Those of you familiar with Nelson Nash’s “Becoming Your Own Banker” know that to obtain efficiency in the generation of maximum cash values in your IBC policy, you should design it as close as possible to the MEC line. On the other hand, if you follow Nelson’s...
by Isis Palicio | Jun 18, 2019 | Blog
When we meet with clients and potential clients via phone, Zoom meetings, or in person, we always ask how they plan to use their IBC policies and most times they ask for recommendations based on their specific situation. We always recommend that the cash value be...
by Isis Palicio | May 2, 2019 | Blog
Everybody wants to know what makes the banking policy or Infinite Banking policy different from other types of life insurance policies and how do they go about designing the right policy for them. Now, here is the secret: the policy designer should take into...
by Isis Palicio | Apr 19, 2019 | Blog
“Failure is the key to success; each mistake teaches us something.” —Morihei Ueshiba Owning Up To Financial Blunders Have you ever made a big financial mistake? You’re not alone. According to a Consumer Federation of America report, 67% of middle class American...
by Isis Palicio | Mar 30, 2019 | Blog
Presentation given at the 2019 Infinite Banking Concepts Think Tank Symposium Pedro explains how he fled Communist Cuba as a young man, earned several degrees including a Ph.D. and an MBA from Columbia University in New York City, worked for a Think Tank of the U.S....
by Isis Palicio | Mar 7, 2019 | Blog
On February 7, 2019, I was invited to speak at this year’s Nelson Nash Institute’s Annual Think Tank. It was my pleasure and my honor to be given this opportunity. Below is my presentation. The Long Road To IBC: Sheer Persistence Guarantees Success My name is...
