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The Cash Value Solutions Podcast

Welcome to the Cash Value Solutions Podcast, where we shed light on little known money truths and teach you how to become your own banker. Our show focuses on financial education surrounding the Infin... Read more

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109: Absolutes Are Dangerous

109: Absolutes Are Dangerous

Jason and Kyle discuss about absolutes in the IBC and whole life world. Preaching absolutes is a good way to get yoursel... Read more

11 Jul 2022

16mins

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108: Who Should Be Your Priority To Insure

108: Who Should Be Your Priority To Insure

Jason and Kyle discuss who should be insured first. Insuring business partners is important to make sure it can still go... Read more

20 Jun 2022

15mins

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107: IBC Is Not Exclusive

107: IBC Is Not Exclusive

Jason and Kyle discuss a potential client conversation where they concluded that IBC was not for them. You can’t have a ... Read more

13 Jun 2022

11mins

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106: When Should You Expand Your System

106: When Should You Expand Your System

Jason and Kyle discuss when you should expand your system of policies.   More policies aren’t always better Policy desig... Read more

6 Jun 2022

11mins

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105: Who Shouldn’t Do IBC?

105: Who Shouldn’t Do IBC?

Jason and Kyle discuss who shouldn’t do IBC.   You must qualify, not just anyone can get a policy If you have any doubts... Read more

30 May 2022

15mins

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104: Part: 3 Putting It All Together

104: Part: 3 Putting It All Together

Jason and Kyle finish their series on getting started with IBC with an overview of how things work.      How loans are t... Read more

23 May 2022

10mins

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103: Part 2: How To Pick Your Agent

103: Part 2: How To Pick Your Agent

Jason and Kyle continue their series on getting started with IBC. This episode focuses on how to choose an agent to work... Read more

16 May 2022

11mins

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102: Part1: Where To Get Started With IBC?

102: Part1: Where To Get Started With IBC?

Jason and Kyle discuss what your first steps should be when you hear about IBC.        Don’t start with illustrations Re... Read more

9 May 2022

10mins

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101: Revisiting MECs

101: Revisiting MECs

Jason and Kyle discuss modified endowment contracts and how they are created.       Many different policy designs can ME... Read more

2 May 2022

16mins

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100: Short Term Vs. Long Term Thinking

100: Short Term Vs. Long Term Thinking

Jason and Kyle discuss long-term vs. short-term thinking regarding policy design.      Think long range Look at the shor... Read more

25 Apr 2022

15mins

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