Episode

544

Round Table | Strategic IBC: From Policy to Plan

What's this episode all about?

So you finally decided to set up a whole life insurance policy. Now what? How do you unlock the full potential of your Infinite Banking System? In this insightful episode, the financial coaches guide you through the critical roadmap following your IBC setup. Learn the most important actions to take in the first 90 days to ensure a solid foundation for your financial strategy. Discover key implementation ideas that will help you optimize your policy beyond the initial phase and understand how to recalibrate and tweak your plans as you progress. Whether you're new to IBC or looking to enhance your current strategy, this episode provides valuable insights and practical steps to maximize your financial growth.

Top 3 Things
You’ll Learn

  1. Key actions for the first 90 days after setting up IBC
  2. Essential strategies and ideas post-90 days
  3. Common recalibrations and adjustments to maximize IBC

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