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2024 September BankNotes

The average American citizen simply wants to be able to live a
peaceful life, be financially secure and debt free. Why then, do
so many of us fail to attain this noble goal and 98% suffer from
cash flow problems till the day we die? Is it ignorance? Is it poor
judgment? Is it our lack of time to properly research every aspect of
money decisions, or is something else occurring that we simply are
totally unaware of?

2024 July & August BankNotes

“Yes, man is endowed with the gift of reason, but he is also possessed of appetites and an aversion to labor, and too often his reason bends to his other characteristics. The failure of utopians to accept this fact, or accept man as he is, not as he ought to be, gives their schemes a dreamlike quality.” Aristotle

Blog 112 – Policy Loans Or Withdrawals?

A lot of IBC clients ask us if they should take a policy loan or a withdrawal when they need cash from their policies.

Blog 111 – Creating Sustainable Wealth Without Risk

Successful implementation of IBC requires patience, discipline and long-range planning as IBC is not a “get-rich-quick” scheme and it is not for the person who is always looking for instant gratification. By all means, spouse an abundance mindset and avoid a scarcity mindset.
Read “Becoming Your Own Banker” several times with an open mind as well as “The Case For IBC” and “Building Your Warehouse of Wealth”, authored or co-authored by Nelson Nash.

2024 April BankNotes

One of the most compelling ways financial professionals explain the IBC concept is to compare it to one’s own private bank as Nelson Nash has done in his national best selling book, Become Your Own Banker.

2024 May BankNotes

Former Dallas Federal Reserve President, Richard Fisher, publicly dressed down President Trump in a recent interview with CNBC in response to Trump’s remark that he’s “not thrilled” about the Fed’s interest rate hikes. Obviously, Trump’s comment upset Fisher quite a bit and he told CNBC that
by making that comment “Trump is out of line.

Blog 110 – We Develop Solutions That Create Value

“We Develop Solutions That Create Value” has been the tag line to our emails since 2008. That was the year when we decided to abandon traditional financial planning advice and concentrate uniquely in creating value by implementing the Infinite Banking Concept (IBC).

Blog 109 – An Infinite Banking Tax Strategy

This is not about “finding a tax loophole.” Rather, we are pointing out one option that people with large cashflows — such as business owners who annually make a large payment to the IRS

2024 January BankNotes

A Business Credit survey1 conducted and published in March 2016 by
the Federal Reserve Banks of New York, Atlanta, Boston, Cleveland,
Philadelphia, Richmond, and St. Louis reports that “cash flow” is
the number one problem facing small businesses with fewer than
500 employees.

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