Life Success & Legacy
Latest Episodes
Take a tax break? Or get multiple uses of your dollar?
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?
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
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
The best type of Policy for IBC
In this episode, Mike Everett, Chris Bay and Michael Kwong discuss a question we get all the time; Whats the best type of policy for IBC? There is a lot of noise out there about this topic, and the L
Interest Rates and Picking an Insurance Company
In this episode, we discuss a boot camp question that we get all the time; policy loan interest rates. Mike Everett, Chris Bay and Michael Crawford unpack this topic by giving more insight into how po
Accounting for a contingency fund
In this episode, we discuss the question, What about a contingency fund? There are many reasons to need a contingency fund in life, that doesnt change when you are using Infinite Banking! We discus
Interview of Taryn Souza
In this episode, Chris has the honor of interviewing Taryn Souza! She is an awesome entrprenuer who found Life Success & Legacy through a coworker, Haley! Taryn isnt an LSL client, but she is 100% in
What to look for in an Insurance Company
In this episode, Mike Everett, Chris Bay and Michael Crawford dive into a question we get somewhat regularly. What do we look for in an insurance company, especially as it pertains to Infinite Banking
Thoughts from the Think Tank
In this episode, Mike Everett and Mike Kwong dive into their experiences from this years Think Tank! Kwong has never been and Everett has only missed two! This is a cool look behind the curtain of the
Insurance Riders: What are they?
In this episode Mike and Chris discuss a question we get all the time; what are insurance riders. Many of our clients, and potential clients, have heard of the Flexible Paid Up Additions (FPUA) rider,