Webinars
A collection of various webinars that I’ve hosted covering different topics relating to IBC and life insurance
MEC
A look into MECs and how a policy should be designed to avoid becoming one
General over view of loans; ranging from the history of how they started to having a plan to pay them back
Loans
Overview of juvenile policies and transferring the ownership of policies
Juvenile and Ownership
The IBC concept is presented through a different lens, to help grasp the concept
Haven’t caught IBC…yet
A look at how practicing IBC can help you weather a downturn
Sequence of returns risk
How much premium should I pay?
General overview of how much premium to pay depending on various circumstances
Objections and misconceptions
Broad overview of common objections and misconceptions with respect to whole life insurance
Synopsis of the 2025 Think Tank hosted by the Nelson Nash Institute
2025 Think Tank
Break down of points to consider from pg.85 in Becoming Your Own Banker (Fifth Edition)
BYOB (Points to Consider)
Analysis of the introduction covering what practicing IBC is and is not from pgs 3-4 in Becoming Your Own Banker (Fifth Edition)
BYOB (Introduction)
Discover how the IBC was first conceived and what financial problem most people struggle with, but fail to realize. This covers pgs 11-27 in Becoming Your Own Banker (Fifth Edition)
BYOB (Part 1)
Understand the obstacles one needs to overcome to implement any type of financial strategy. This covers pgs 28-40 in Becoming Your Own Banker (Fifth Edition)
BYOB (Part 2)
See how powerful setting up your own banking infrastructure can be. This covers pgs 41-50 in Becoming Your Own Banker (Fifth Edition)