Artwork for podcast BetterWealth with Caleb Guilliams
How to Create a Family Banking System Using Life Insurance | with Jayson Lowe
Episode 81725th September 2025 • BetterWealth with Caleb Guilliams • BetterWealth Media
00:00:00 01:05:46

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00:00 - Intro

02:19 - Top Canadian Life Insurance Producer


05:50 - The Key to Long-Term Control and Success


10:28 - What Most People Get Wrong About Infinite Banking


12:23 - Why Clarity Matters in Financial Education


14:40 - Life Insurance as a Tool for Wealth Building


17:23 - Are You Giving Your Dollars More than One Job?


22:50 - Spotting the Right Financial Opportunities


23:14 - Paying off Mortgage with Infinite Banking


25:06 - Owning 77 Policies / Building a Family Banking System


27:25 - Controlling How You Finance Your Life


33:13 - Nelson Nash's Lesson on Money Flow


36:27 - Liquidity and Opportunity Cost


37:11 - Framework for When to Borrow Against Your Cash Value


39:12 - How Cash Value Loans Work


45:00 - Generational Wealth vs. Generational Values


46:38 - Estate Planning and Protecting the Legacy


49:32 - Jayson's Non-negotiables


51:00 - Golden Rules of Infinite Banking For the Next Generation


55:00 - How Family Lawyers Manage and Monitor Transactions


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*This video is for entertainment purposes only and is not financial or legal advice.


Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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