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Episode 178: Infinite Banking: Using Bank Loans Strategically to Preserve Capital - June 2025 Live Webinar Replay
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Visit our website:
https://www.thewealthwarehousepodcast.com/
Becoming Your Own Banker by Nelson Nash:
https://infinitebanking.org/product/becoming-your-own-banker/ref/46/
It’s that time again! The monthly webinar.
This installment welcomes summer and fresh IBC topics for your viewing pleasure!
This episode covers some familiar and some exotic topics, ranging from using your policy to purchase a car (or not), IBC and investment opportunities, thinking like a banker and even how you can set up your legacy just like the Rockefellers.
Have a question or an interest in joining the next event? Check out the website link above or reach out to Dave and Paul using the information below!
Episode Highlights:
0:00 - Introduction
0:11 - Episode beginning
1:24 - Juggling expenses, debt and premium
6:28 - Trusts
15:58 - You should own your own policy
18:22 - Purchasing a car
31:47 - Investment opportunities
42:40 - Thinking like a banker
45:25 - “What % of your cash value do you keep available?”
53:27 - 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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