Interested in finding out how to start a family bank? Today, Bruce and I talk with our friend and colleague, John Moriarty, Founder and President of e3 ConsultantsGROUP.https://www.youtube.com/watch?v=lNuuPfHW6JgYoull hear about his personal an

Do you want to build a family banking system that will provide capital to you and future generations? Come see behind the scenes as we talk about our Marshall Family Bank in real-time.https://www.youtube.com/watch?v=0buUbqGs5QQToday, we discuss

When we first started talking about estate planning with life insurance, it was because we saw a massive disconnect in how families were thinking about their wealth. Not just the numbers. But the purpose behind it.https://www.youtube.com/live/sqVXY19

Bruce Wehner discusses the primary components of infinite banking policy design: base premium, paid-up additions riders, and term riders. Following the principles laid out by Nelson Nash in Becoming Your Own Banker, we review the concepts for designing a

https://www.youtube.com/watch?v=V8y-QLv01jIHave you heard about Nelson Nashs Infinite Banking strategy, and how to become Your Own Banker, and want to learn more? Or maybe youre already using Infinite Banking, but would like to explain it better.

What do the St. Louis Rams and Prince have in common? Their stories illustrate the pros and cons of an ILITor, more accurately, what happens when estate planning tools like an ILIT arent used at all.https://www.youtube.com/live/oa3TEKlnATMThey

Today, Bruce and I want to unpack a question we frequently encounter: Is cash value life insurance enough for retirement? Its a compelling question, but one without a simple yes or no answer. The effectiveness of cash value life insurance as your primary

If you've ever tried leading a Zoom call while your screen goes black mid-sentence, you know the feeling of being out of control. Thats how many of us feel about our finances right nowlike we're one loose cable away from a crash. But here's the truth: f

If youve been researching Infinite Banking, youve probably heard it described as "tax-free." That phrase is thrown around a lot, and while it sounds great, its not entirely accurate. The reality is a bit more nuanced, and understanding the details can

Imagine sitting in a room full of financial professionals, entrepreneurs, and thought leaders, all gathered with a shared missionto gain clarity, deepen understanding, and refine strategies for implementing Infinite Banking. Thats exactly what happened