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Episode 154: Infinite Banking: How to Find the Right IBC Advisor
31:22
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2025/1/20
Wealth Warehouse
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Chapters
Introduction
Episode Beginning
Reflecting on the Previous Year
7 Million In, a Quarter Billion Out: The Impact of IBC
Finding the Right IBC Advisor
How to Know if Your Advisor is Legit?
Are They Authorized?
Experience Level: What to Look For
Ongoing Support and Specific Expertise
Do They Have a Process?
Do They Require You to Understand IBC First?
Designing Your Policy
Episode Wrap-Up
Shownotes
Transcript
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