Archive for the ‘CLIENT LESSONS’ Category

L54) Life Insurance vs. Modified Endowment Contracts

1.3 – Life Insurance vs. Modified Endowment Contracts Current tax law specifies that a life insurance policy is one that passes the 7-pay test. This test requires that the premiums paid during the policy’s first seven years cannot exceed the sum of the net level premiums necessary to fund a fully paid-up policy at the […]

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January 15, 2016 · Jennifer · No Comments
Posted in: L54) MEC Modified Endowment Cont

Protected: L52) The historical process by which the original, favored position of whole life deteriorated. Includes the standard features of whole life insurance — such as its traditional use as a savings vehicle as the public often cannot consider IBC if they have (erroneous) preconceptions about whole life insurance.

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April 6, 2015 · Jennifer · Enter your password to view comments.
Tags:  · Posted in: CLIENT LESSONS, L52) History of Whole Life

Protected: L 51) L M R 2015

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February 11, 2015 · Jennifer · Enter your password to view comments.
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L50) The world’s mega banks now have official permission to pledge depositor accounts as collateral to make leveraged derivative bets

http://www.lewrockwell.com/2014/12/mark-nestmann/worldwide-bail-ins-are-coming/   Wow!!  If there was ever a compelling reason to back away from banks and “too big to fail” ones particularly, and look for refuge in Whole Life Insurance, here’s plenty of reason…best regards to all, Michael E. Thanks Michael. ————————- TEXT OF ARTICLE ————————- It’s Official: The Worldwide Bail-ins Are Coming By Mark Nestmann • […]

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December 30, 2014 · Jennifer · No Comments
Tags: , , , ,  · Posted in: CLIENT LESSONS, L50) G20 Decision

Protected: Multi-tasking Dollars using Life Insurance and Real Estate as an Investment Opportunity.

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November 19, 2014 · Jennifer · Enter your password to view comments.
Tags: , ,  · Posted in: BANKING with INSURANCE, CLIENT LESSONS, FINANCIAL EDUCATION 101, L47) Mortgage Wealth Transfer, MORTGAGE STRATEGIES, REAL ESTATE

Protected: L49) Infinite Banking Memory Joggers for Clients

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November 9, 2014 · Jennifer · Enter your password to view comments.
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Protected: L53) The Tin Can Theory – Why Rates of Return Need Not Be Your Focus

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August 4, 2014 · Jennifer · Enter your password to view comments.
Tags: ,  · Posted in: CLIENT LESSONS, L53) Tin Can Theory, Uncategorized

Creating Financial Certainty

Creating  Financial  Certainty   We  believe  that  by  eliminating  risk  from  your  financial  model  and  focusing  on  financial  strategies  that  are  not  risk ‐ based  or  market‐ based,  and  by  recapturing  interest,  principal  and  lost  opportunity  costs,  you  will  virtually  guarantee  a  financial  wealth  building  system  “that  always  produces  the  intended  outcome”.  Every  day,  we […]

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July 20, 2014 · Jennifer · No Comments
Posted in: BANKING with INSURANCE, Create Financial Certainty, L06) Tracking Velocity, VELOCITY

Protected: L48) Tax Treatment of Policy Loan Interest

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April 23, 2014 · Jennifer · Enter your password to view comments.
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Protected: L46) Lara Murphy Reports 2014

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April 2, 2014 · Jennifer · Enter your password to view comments.
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L45) Exemption for Life Insurance Cash Value from Claims of Policyowner’s Creditors

The following is some research I have done on how protected our life insurance policies are from Bankruptcy, Judgements and Creditors. here is a great quick reference chart to begin with: http://www.assetprotectionsociety.org/wp-content/uploads/2013/07/50-State-Creditor-Exempt-Asset-Chart-2013.pdf Below find some other info. to further your research within your own state. From LegalConsumer.com Virtually all states protect life insurance proceeds in […]

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March 4, 2014 · Jennifer · No Comments
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Protected: L47) How is Buying a Home a Wealth Transfer?

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February 11, 2014 · Jennifer · Enter your password to view comments.
Tags: , ,  · Posted in: 30 or 15 yr mortgage?, CLIENT LESSONS, L47) Mortgage Wealth Transfer, Understanding Mortgages

Protected: 43) Lara Murphy Reports 2013

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December 27, 2013 · Jennifer · Enter your password to view comments.
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Protected: L42) IBC Premium & Loan Repayments.

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December 18, 2013 · Jennifer · Enter your password to view comments.
Tags: ,  · Posted in: CLIENT LESSONS, L42) BillPay, Uncategorized

Protected: L41) How Does Money Work Anyway?

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August 18, 2013 · Jennifer · Enter your password to view comments.
Posted in: CLIENT LESSONS, L41) How Money Works

L39) Interest Volume plus Multi-tasking Dollars Example

Interest Volume plus Multi-tasking Dollars Example As time goes by I will be adding to this scenario as this person uses saved dollars to pay for their premiums and then takes loans to reuse those premium dollars by making principle only lump sum payments to their vehicle loan while tracking the effect of doing that […]

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June 27, 2013 · Jennifer · No Comments
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Protected: L38) The Nature of Money, Banking and Insurance – Past and Present

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June 26, 2013 · Jennifer · Enter your password to view comments.
Tags: , , , ,  · Posted in: CLIENT LESSONS, L38) Nature of Money, Banking & Insurance, Uncategorized

Protected: L37) Keynesian or Austrian ECONOMICS

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June 22, 2013 · Jennifer · Enter your password to view comments.
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Protected: L36) Insurance Companies and Bonds by L Carlos Lara

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June 21, 2013 · Jennifer · Enter your password to view comments.
Posted in: CLIENT LESSONS, L36) Bonds

Protected: L34) for the CPAs…leasing cars thru my business using the BYOB system

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June 21, 2013 · Jennifer · Enter your password to view comments.
Posted in: CLIENT LESSONS, L34) Business Car Leases with IBC

Protected: L35) “What If the IRS Changes the Tax Treatment of Life Insurance Policies?”

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June 21, 2013 · Jennifer · Enter your password to view comments.
Posted in: CLIENT LESSONS, L35) Govt Changes Tax Law

L33) Buy Term and Save the Difference, Buy Term and Invest the Difference or Buy Whole Life Instead?

  View the 38 minute video of, Scott Christensen, proving why we believe buying whole life insurance, designed for privatized banking, is a better choice than “Buying Term and Investing the Difference”

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May 6, 2013 · Jennifer · No Comments
Tags: , , , , ,  · Posted in: CLIENT LESSONS, Debunk Buy Term Invest Difference, L33) Buy Term or WL

Protected: L32) Leveraging the Value of Certainty

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October 25, 2012 · Jennifer · Enter your password to view comments.
Tags: ,  · Posted in: CLIENT LESSONS, L32) Leveraging the Value Certainty

Protected: L31) Understanding Section 4 of Nelson Nash’s best selling book ‘Becoming Your Own Banker’

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October 4, 2012 · Jennifer · Enter your password to view comments.
Tags: , ,  · Posted in: CLIENT LESSONS, L31) BYOB Section 4, Section 4 of BYOB, TRANSCRIPTIONS

L30) How Cash Flows Through Your Private Banking System

One Example of Cash Flowing Through A Private Reserve, Infinite Banking System “You will either own your own bank or you will be the customer of someone else’s bank, but you cannot take banking out of the equation.” Nelson Nash. Question: Which current financial vehicle works best for utilizing as a private reserve, infinite banking […]

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September 15, 2012 · Jennifer · 6 Comments
Tags: , , , , , , , , ,  · Posted in: CLIENT LESSONS, COLLEGE SAVINGS PLANS, L30) IBC CashFlow

Protected: L29) 10 Blunders Made by Baby Boomers.

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September 3, 2012 · Jennifer · Enter your password to view comments.
Posted in: CLIENT LESSONS, L29) Baby Boomer Blunders

Protected: L15) Are you increasing your wealth by refinancing from a 30 yr to a 15 year mortgage? You tell me after reading this.

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July 19, 2012 · Jennifer · Enter your password to view comments.
Tags: ,  · Posted in: 30 or 15 yr mortgage?, L15) Mortgage Test

Direct vs Non-Direct Recognition Mutual Insurance Dividend Calculations. Is there Really a Difference?

My Personal Experience of Tracking What Happens in Our Policies When I Take a Loan I own policies in both Direct Recognition and Non-Direct Recognition insurance companies. When I take a loan from any one of our Direct Recognition policies the death benefit is not lowered at that time. Only when I die and the […]

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June 17, 2012 · Jennifer · 14 Comments
Tags: , ,  · Posted in: Direct & Non-Direct Recognition, L22) Direct vs Non-Direct, Uncategorized

Protected: L27) The Importance of Ownership & Beneficiary Designations in Life Insurance Policies.

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May 29, 2012 · Jennifer · Enter your password to view comments.
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L26) Building the ten percent – 2012-LMR: The Carlos Lara and Robert Murphy Report: featuring Nelson Nash, the man who wrote the book that started it all; Becoming Your Own Banker.

The Carlos Lara and Robert Murphy Report: featuring Nelson Nash, the man who wrote the book that started it all; Becoming Your Own Banker. 3 speaker/authors from the Austrian School of Economics   Building the ten percent – 2012-LMR Click link above to view the article Original Article: http://infinitebanking.org/wp-content/uploads/2012/01/2012-LMR.pdf

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May 11, 2012 · Jennifer · No Comments
Posted in: L26) Building the ten percent - 2012-LMR, Uncategorized