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Episode 154: Infinite Banking: How to Find the Right IBC Advisor
Manage episode 462084442 series 3308339
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Becoming Your Own Banker by Nelson Nash:
https://infinitebanking.org/product/becoming-your-own-banker/ref/46/
Visit our website:
https://www.thewealthwarehousepodcast.com/
It’s something we should all worry about when it comes to financial advice:
“Is this really what I should be doing?”
So, when it comes time to pick an advisor, there are some things you can look out for that will give you invaluable insight into whether or not this person actually knows what they’re talking about.
And who better to outline what you should be looking/listening for than Dave and Paul? Tune in to see how you can tell the pros from the pretenders!
Episode Highlights:
0:00 - Introduction
1:07 - Episode beginning
2:05 - Talking about the previous year..
7:31 - 7 million in, a quarter BILLION comes out
8:39 - Finding an advisor
9:58 - How do you know if your advisor is legit?
15:47 - Are they authorized?
16:47 - Experience level
18:40 - Ongoing support and specific expertise
21:59 - “Do they have a process?”
23:34 - Do they require you to understand IBC first?
24:49 - Designing your policy
28:36 - Episode wrap-up
ABOUT YOUR HOSTS:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Visit our website:
https://www.thewealthwarehousepodcast.com/
Catch up with David and Paul, visit the links below!
Website:
https://infinitebanking.org/agents/Fugere494
https://infinitebanking.org/agents/Befort399
LinkedIn:
https://www.linkedin.com/in/david-a-befort-jr-09663972/
https://www.linkedin.com/in/paul-fugere-762021b0/
Email:
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