Shownotes Transcript
Each and every one of us has something that just.. gets under our skin. Dave and Paul are no different - especially when it comes to IBC.
In today’s episode, the guys discuss what “grinds their gears”. They cover clients, how policies are set up and misconceptions about IBC. Additionally, they address the hate IBC gets and pretenders that push bad information to get you to sign..
Tune in to hear their list of IBC grievances and see what it’s like from the other side of the fence - as an IBC advisor!
Episode Outline:
(1:43) - Beginning of the episode, what grinds Dave and Paul’s gears
(2:07) - Why Dave and Paul have the process that they have
(8:32) - Don’t make things too complex
(11:18) - Beware click-bait misinformation and advisors who “remix” IBC
(15:37) - “Going dark”, getting started on the process and then quitting or “ghosting” without saying anything
(18:01) - Working with clients vs. making content, the nature of YouTube and TikTok personalities
(22:15) - People who hate on whole life insurance but don’t even know what it is, or who promote IBC but don’t use it
(23:06) - “Shopping agents” or “the illustration game”
(26:14) - 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.
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: