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Round Table | Strategic IBC: From Policy to Plan
13th August 2024 β€’ The Wealth Without Wall Street Podcast β€’ By Russ Morgan & Joey MurΓ©
00:00:00 00:45:32

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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.


Tune in now to master your Infinite Banking System and take control of your financial future!


Top three things you will learn:

-Key actions for the first 90 days after setting up IBC

-Essential strategies and ideas post-90 days

-Common recalibrations and adjustments to maximize IBC


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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