Not Your Average Financial Podcast™

Not Your Average Financial Podcast™


Episode 391: Bank On Yourself® In Action: Real Life Business Case Studies

February 28, 2025

In this episode, we ask:

  • Would you like to listen to Episode 388?
  • What are the challenges faced by most entrepreneurs?
  • How is this playing itself out in the real world?
  • How about guarantees?
  • How about liquidity?
  • How about more success?
  • What challenges would this solve?
  • How can business owners level up their cash flow?
  • What do Bank on Yourself® type whole life insurance policy offer business owners?
  • What about lines of credit?
  • Are the banker’s trophy catch?
  • What about paying the interest?
  • What about times of business downturns?
  • What are the limits of lines of credit?
  • What about collateralization?
  • What about interest rates?
  • What about compliance?
  • How about a case study?
  • Is it worth the risk?
  • What is the insurance company contractually obligated to do?
  • What is the top ten list?
  • How about a guaranteed interest rate?
  • What about credit checks?
  • What about your credit score?
  • What about repayment terms?
  • What about loans being called?
  • What about tax-free access to funds?
  • What about the dual benefit of insurance and savings?
  • What about protection against market volatility?
  • What about compounding interest working in your favor (not the bank’s)?
  • What about estate preservation?
  • How might having a guaranteed line of credit help you and your business?
  • How about another case study?
  • What about inventory financing?
  • What about the fourth quarter and the Q4 rush?
  • What about another business case study?
  • What’s the catch?
  • What are the considerations?
  • What about paying off the loan?
  • What other major expenses are in your business?
  • How about this case study?
  • What about paying the tax payment from a policy loan?
  • What about paying off policy loans with windfalls?
  • What is thrilling?
  • How much?!
  • What are the takeaways?
  • Would you like to meet with Mark or one of Mark’s associates?