Becoming Your Own Banker

Blog 51 – Presentation To The 2019 Nelson Nash Institute Think Tank – February 7, 2019

On February 7, 2019, I was invited to speak at this years 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

2019 March BankNotes

A Closer Look At Businesses Part I: By L. Carlos Lara
[Reprinted from the November 2018 edition of the Lara-Murphy-Report, LMR]
According To The Kauffman Index of Startup Activity1 the share of new entrepreneurs who started businesses to pursue opportunity rather than from necessity is now up more than 12 percentage points higher than in 2009 at the height of the Great Recession. This of course is a very encouraging nationwide trend and I extend my admiration to all those individuals who have ventured out into an endeavor where only about half survives the first five years in operation. Obviously, by any measure, these are certainly not great odds so I also applaud their courage and their desire to start their very own enterprise.

Blog 50 – Use The Same Money For Both College Education And Retirement

After many years of designing Infinite Banking policies, the number one concern of most of our clients is how they can assist their children with their college education without affecting the retirement plans for themselves. As you already know, the advantage of Infinite Banking policies is the fact that you can reuse the cash value … Read more

2018 December BankNotes

Notes from the Cutting Edge of Finance: by Ryan GriggsFirst published in Feb, 2018 on Medium.com.

I’ve just returned from the Nelson Nash Institute’s (NNI) annual Think Tank conference for practitioners of the Infinite Banking Concept (IBC) in Birmingham, AL. It seems appropriate to say a few words about the experience.

For context, the IBC is a cash-flow management strategy that allows individuals to opt-out of the federally-enforced cartel that you might know as “the commercial banking system.” Nelson Nash is the creator of the IBC and author of the book Becoming Your Own Banker —

Blog #49 – Questions to Ask AFTER You Apply For Life Insurance

Now we continue the conversation to discuss the questions and decisions that come into play during the application process. These questions are relevant to whole life insurance and may not apply to other types of life insurance, especially types with little or no cash value, or life insurance that does not guarantee the death benefit permanently. How will you know? Ask the questions!

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