Whole Life Insurance Is NOT the Investment… It’s the Tool cover art

Whole Life Insurance Is NOT the Investment… It’s the Tool

Whole Life Insurance Is NOT the Investment… It’s the Tool

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📺 Watch the Save & Spend System Overview→ ⁠⁠⁠⁠Click to Watch Now⁠

Most people think Infinite Banking is about “investing in life insurance.”
It’s not.

Infinite Banking is simply a financial strategy—a way to leverage a properly structured whole life insurance policy so you can control the banking function in your life, just like the wealthy do.

In this episode, I break Infinite Banking down at a 5th grade level—no fluff, no jargon, just real talk about how this works, who it's for, and why it might just be the most important financial concept you ever learn.

🔑 You’ll learn:

  • The difference between Infinite Banking and life insurance

  • Why Infinite Banking is NOT an investment (and what it actually is)

  • How policy loans work (and why they’re tax-free)

  • What a Paid-Up Additions (PUA) rider is and why it matters

  • Why properly structured policies grow your money guaranteed, every year

  • The difference between cash value and death benefit

  • How we use our own policies for investing, travel, and even family planning

It’s not about getting sold a policy. It’s about learning how to become the banker.


🎓 Want to Learn More About Building Wealth Outside the System?

🎥 Watch the Infinite Banking Playlist→ ⁠⁠⁠Click here for full playlist ⁠⁠⁠

📺 Watch the Save & Spend System Overview→ ⁠⁠⁠Click to Watch Now⁠⁠⁠

📞 Book a Free Cash Consultation Call→ ⁠⁠⁠Book Your Call Here⁠⁠⁠

📥 Download the FREE Legacy Builder Outline→ ⁠⁠⁠https://legacylifeprocess.com/legacy-builder-outline⁠⁠⁠

📊 Download the FREE Budget Template→ ⁠⁠⁠https://legacylifeprocess.com/budget-template-and-training⁠⁠⁠

🌐 Visit Our Website→ ⁠⁠⁠https://legacylifeandretirement.com/⁠⁠⁠

📚 Buy “Becoming Your Own Banker”→ ⁠⁠⁠Link to Buy on Amazon⁠⁠⁠

🔗 All Links in One Spot→ ⁠⁠⁠https://linktr.ee/legacylifeandretirement⁠⁠⁠

📧 Email→ Info@LegacyLifeandRetirement.com

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