Episode 23: Case Study: How one client earned a tax-free, risk-free 33% Rate of Return using IBC
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Join David Befort and Paul Fugere on Episode 23 of the Wealth Warehouse!

In this week's episode, the guys do a deep dive on a case study and examine the benefits that one of their clients experienced shortly after getting started with IBC. Find out more about how this newbie IBC user used his first policy loan to seize an opportunity that earned him a tax-free, risk-free, 33% rate of return.

In this episode, you’ll learn about:

-The guy’s perspective on managing loans you take out against your policy and why you shouldn’t park your dollars in a bank 

-The details of how one of Dave’s clients was able to take advantage of huge savings immediately using IBC.

-How you “lose” your money forever when you spend using your savings and why you should be using your policy as your savings account

-“Thinking like a banker” and why interest on a loan shouldn’t scare you

-And much more!

HIGHLIGHTS:

-(0:37) - Listener question, “I have an outstanding policy loan but I have the cash in a savings account to pay it off, what do I do?”

-(4:23) - The meaning of loan capitalization and what your perspective on loans should be

-(7:20) - Case study introduction and background

-(12:24) - Savings vs. IBC for big ticket items

-(16:03) - IBC is a long-term strategy, how it compares to other traditional means of wealth building

-(20:50) - The element of control, how institutions tie up your money when you need it the most

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.

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:

[email protected]