Life Success & Legacy

Life Success & Legacy


Latest Episodes

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

The best type of Policy for IBC
May 19, 2023

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
May 05, 2023

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
April 21, 2023

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
April 07, 2023

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
March 24, 2023

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
March 10, 2023

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?
February 17, 2023

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,