In todays post, Bruce and I (Rachel Marshall) want to bring you behind the scenes of a candid and educational conversation we had with Matt Ewald, Vice President of Life Insurance at Advisors Excel. If youve ever wondered when and why to use guaranteed

Theres a story Buffy Ruthardt shared that still gives me chills.She and her husband Darren were on a drive, just processing life and legacywondering aloud what it might look like for their children to live in their inheritance while they were still

Let me tell you a quick story.Imagine walking into your local grocery store, grabbing a can of peas, and sneaking out the back door without paying. It sounds ridiculousmaybe even unethical, right? Now, imagine the opposite: You pick up the same can,

It started with a bold question that showed up in a public comment: "If infinite banking is so powerful, why wouldn't I just put all my income into a whole life policy?" That single comment sparked a deeply layered, thoughtful conversation that we knew ne

Recently, Bruce shared a story that perfectly illustrates unexpected life challengeshis basement flooded, turning a peaceful Easter weekend into an emergency cleanup session. Just as unexpected problems can flood your home, unanswered financial questions

https://www.youtube.com/watch?v=0AIoJylhZNIThe Infinite Banking Concept is a financial strategy, first codified by R. Nelson Nash, that uses high-cash-value, dividend-paying whole-life insurance so policyholders become their own bankers.They stor

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