by Isis Palicio | Feb 12, 2021 | Blog
After many years as Infinite Banking Concepts Authorized Practitioners, the number one concern of most of our clients with young children is how they can assist their children with their college education without affecting their retirement plans. Before moving in this...
by Isis Palicio | May 17, 2020 | Blog
When we properly design IBC policies, we are concerned with what we call cash value efficiency. The annual break-even of a policy is the year in which the increase in cash value from the previous year is equal to or greater than the annual premium contribution in that...
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 | BankNotes
A Closer Look At Businesses Part II By: L. Carlos Lara 2019-05 BankNotes...
by Isis Palicio | Dec 10, 2018 | Blog
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...
