The Easiest Passive Income Strategy You’ve Never Heard Of

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How can you build wealth and keep more of it? In today's conversation, Joey, Eric, and Ernie discuss the powerful tax advantages of the Infinite Banking Concept (IBC).

They discuss why taxes are one of the most underestimated threats to wealth, and how properly structured whole life insurance policies can shield your income now and for generations to come.

Whether you're a business owner, high earner, or legacy builder, this conversation offers a smarter path to financial freedom.

If you're ready to take control of your financial future, tune in and discover the tax-free tools the wealthy have used for decades.

Top three things you will learn:
Tax-deferred vs. tax-free strategies
IBC vs. traditional retirement accounts
How to set up a policy that maximizes control and flexibility


Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.

This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.

The hosts may have a financial interest in the programs or services mentioned in this episode.


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00:00 - Introduction
01:26 - Why are taxes such a major yet underestimated obstacle in building wealth?
05:32 - Why should people consider after-tax vehicles like IBC over tax-deferred accounts?
09:58 - What makes a properly structured whole life policy so tax-advantaged?
12:54 - What surprises people most when you explain how IBC works?
21:30 - How can someone ensure their policy is structured to meet IRS guidelines?
25:28 - What are some ways you help clients think about taxes as they're building wealth?
29:32 - What should someone do if they're ready to move beyond qualified plans?
32:14 - What’s the next step for listeners who want to act on this?

🎧 Listen Now to the full episode here 👉
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