Life Success & Legacy

Life Success & Legacy


Latest Episodes

The Burning Question: What size policy to start with?
October 20, 2023

In this episode we tackle a question that we get all the time, in many formats: What size of policy should I start with?! As youll learn, the short answer is, dont worry about it! However, Mike Ever

LSL Story – 2023 Updates
October 06, 2023

In this episode, we revist the Life Success & Legacy story. It has been several years since we did a deep dive into the history of LSL and how each of us joined the team. For those of you whove been

YouTube Comment
September 25, 2023

In this episode the team has the opportunity to answer a comment from a listener on YouTube! We love this stuff. Our team thrives on being open and transparent in our pursuit of financial freedom thro

Thinking Long Range. Why it Matters.
September 08, 2023

In this episode, the team dives into a principle from Nelson we talk about all the time; think long range. We get asked a lot by clients how they can make thier system go faster, or how they can ramp

Interview with Winnie and Emaghea Lau
August 25, 2023

In this episode Chris has the honor of interviewing mother-daughter power team Winnie and Emaghea Lau. They have created a program called Cash Smart for Life that helps parents teach their kids how

Looking Back: Things we would have done different.
August 11, 2023

In this episode we take a look back and discuss things we might have done differently when we first started our Infinite Banking journey. Mike E, Chris and Mike C go into detail about their own plans,

Interview with Haley Davidshofer
July 28, 2023

In this episose Chris has the opportunity to interview Haley Davidshofer! Haley has been an avid learner of IBC over the last several years. Her journey includes a different look at who to insure, the

Take a tax break? Or get multiple uses of your dollar?
July 14, 2023

In this episode the team ponders the idea of taking a tax exemption vs getting multiple uses of every dollar. The thinking exercise focuses on 529s and HSAs. Everett will expound upon Willie Sutton

When Does it Get Good?
June 30, 2023

In this episode, we dive into a question that even we have asked! When does it get good? This can be asked in many different forms, and the team works to break down each angle and give our perspective

Our thoughts on Skinny Policy Design
June 02, 2023

In this episode Chris and the Mikes discuss skinny policy design. We get asked this question all the time, Is there a way to make my policy grow faster on day one? Typically, the solution for faste