Episodes

In this exciting episode, Chris sits down for an insightful interview with none other than Kish Rao, one of our esteemed associate coaches! With a longstanding friendship that spans years, Kish’s journey culminated in his appointment as an associate coach in 2023. As Chris delves deep into Kish’s passion for IBC and his unwavering commitment to empowering others, listeners are treated to a wealth of wisdom and inspiration. But the conversation doesn’t end there! If you’re eager to connect with ...

In this episode, we do a follow up discussion about the 2024 Annual Think Tank. We talk about the event, the speakers, the community and more. Some of it is silly, but all of it is good. Take a listen to see why this event is and will continue to be valuable to the Life Success & Legacy team. The post Think Tank Follow Up & Takeaways appeared first on Life Success Legacy.

In this episode two Mikes and a Chris discuss the PUA. We’ve discussed the PUA a lot on this podcast, but always from the technical perspective. Mingled in with the technical, this episode provides a broader look at the PUA and even discusses some of the pitfalls that can be experienced. Take a listen. The post What’s the deal with PUA appeared first on Life Success Legacy.

In this video, the Mike’s discuss our experiences and expectations for the upcoming Think Tank. It will be the first time that the whole team has attended! The post Think Tank Preview appeared first on Life Success Legacy.

In this episode, we rewind the clock and journey back to when each of us got into IBC and what our Why was. Everett discusses the team Why and then each of us tells our personal story. Our hope is that this episode inspires current or future clients to dig into the ever so important Why. The post Looking back at our Why. appeared first on Life Success Legacy.

In this episode, the team reflects on the recent holiday season and the possible conversations that might have come up. Namely, conversations about Infinite Banking. Whether you’re an agent or a client, you might get asked what you do for a living, or maybe how you manage your money. Listen to see what the team does in these situations, and what we recommend you do! The post Want to have an engaging conversation about IBC? Start here. appeared first on Life Success Legacy.

In this episode we discuss a topic we’ve covered in a couple of different ways throughout the podcast; the wind current. However, we’ve never broken down all of the language that surrounds the phrase and how it applies to Infinite Banking! Take a listen and see if you already knew how it all works, or maybe you learned a thing or two! The post Turning the Wind Current: Outside vs Inside Debt appeared first on Life Success Legacy.

In this episode, we discuss convertible terms. We’ve touched on this topic several years ago and felt a refresher was in order. Take a listen to see how the Life Success & Legacy team coaches our clients on how to integrate convertible terms into their Infinite Banking strategy. Also, listen to some personal stories on why the team finds them so valuable. The post Convertible Terms. Why are they important? appeared first on Life Success Legacy.

In this episode, we tackle a recent Boot Camp question. Is it smarter to attack debt first, with your IBC plan, or go for passive income through investments? Take a listen to see how the Life Success & Legacy team does it personally as well as how we could coach you through the process! The post Debt or Investments? Which should I do first? appeared first on Life Success Legacy.

In this episode, the team tackles a question from our recent boot camp about different ways to implement Infinite Banking. Does it always have to be Whole Life Insurance, or can we use another product? Take a listen to see how Nelson thought about this, and how the Life Success & Legacy team coaches! We think you’ll enjoy! The post Is Whole Life the only way to do IBC? appeared first on Life Success Legacy.

In this episode, the team revisits a question we answered many years ago, but with fresh takes and new perspectives. How long DO you have to pay premiums? Take a listen and let us help you get out of the ruts! The post How long do I have to pay premiums? appeared first on Life Success Legacy.

In this episode we tackle a question that we get all the time, in many formats: What size of policy should I start with?! As you’ll learn, the short answer is, don’t worry about it! However, Mike Everett, Chris Bay and Michael Crawford dig a little deeper to give you insight on how to find out that ellusive number. The post The Burning Question: What size policy to start with? appeared first on Life Success Legacy.

In this episode, we revist the Life Success & Legacy story. It has been several years since we did a deep dive into the history of LSL and how each of us joined the team. For those of you who’ve been around a while, this is a fun refresh. If you’re new, enjoy! The post LSL Story – 2023 Updates appeared first on Life Success Legacy.

In this episode the team has the opportunity to answer a comment from a listener on YouTube! We love this stuff. Our team thrives on being open and transparent in our pursuit of financial freedom through Infinite Banking. Being skeptical is perfectly acceptable! In fact, all of us have had those moments of skepticism and that’s why we are constantly learning and educating ourselves! This is a fun one! The post YouTube Comment appeared first on Life Success Legacy.

In this episode, the team dives into a principle from Nelson we talk about all the time; think long range. We get asked a lot by clients how they can make thier system go faster, or how they can ramp it up, and it always comes back to thinking long range. Even as coaches we have to implement this principle when we’re building strategies for clients! Take a listen, while the principle might not be new, we dig deeper into its value. The post Thinking Long Range. Why it Matters. appeared first on ...

In this episode Chris has the honor of interviewing mother-daughter power team Winnie and Emaghea Lau. They have created a program called ‘Cash Smart for Life’ that helps parents teach their kids how to be financially independent! During the interview we learn the story behind the project, exciting news about the book being released in conjunction with the program, as well as some details about the 8-week course! You can find all the links and information below! Also, check back often to see whe...

In this episode we take a look back and discuss things we might have done differently when we first started our Infinite Banking journey. Mike E, Chris and Mike C go into detail about their own plans, things they’ve learned and how it’s affected how we, as a team, coach our clients. Take a listen and learn how things have evovled and grown for the LSL team over the years! The post Looking Back: Things we would have done different. appeared first on Life Success Legacy.

In this episose Chris has the opportunity to interview Haley Davidshofer! Haley has been an avid learner of IBC over the last several years. Her journey includes a different look at who to insure, the structure of said policies and how to better utilize the policies long term. She also has learned how to begin creating passive income and even got her insurance license in order to help others on their journey! The post Interview with Haley Davidshofer appeared first on Life Success Legacy.

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 529’s and HSA’s. Everett will expound upon Willie Sutton’s law from Nelson’s book and use this as a reference when contemplating these tax exceptions. Put that all together and you have a great podcast! *Life Success & Legacy is NOT suggesting any tax strategies, but merely painting a picture through the lens of Infinite Banking the way Nelson Nash taugh...

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. This is a fun one full of good information and laughter! The post When Does it Get Good? appeared first on Life Success Legacy.

In this episode Chris and the Mike’s 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 faster growth is to modify the policy design structure. Take a listen to see what the team thinks of this approach and how we help our clients think long term. The post Our thoughts on Skinny Policy Design appeared first on Life Success Legacy.

In this episode, Mike Everett, Chris Bay and Michael Kwong discuss a question we get all the time; What’s the best type of policy for IBC? There is a lot of noise out there about this topic, and the Life Success & Legacy team is here to set the record straight. Take a listen and find out! The post The best type of Policy for IBC appeared first on Life Success Legacy.

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 policy loans work and the role they play in the bigger picture of Infinite Banking. Take a listen, if you haven’t heard us answer this question before, you might be surprised! The post Interest Rates and Picking an Insurance Company appeared first on Life Success Legacy.

In this episode, we discuss the question, “What about a contingency fund?” There are many reasons to need a contingency fund in life, that doesn’t change when you are using Infinite Banking! We discuss real life examples, some personal and some redacted client stories. This is where having a team of coaches with a wide range of experiences comes in handy! Take a listen! The post Accounting for a contingency fund appeared first on Life Success Legacy.