• I Received a Large Lump Sum, How Do I Use It To Fund My Policy Once It's Already Been Started?

  • Jun 6 2024
  • Length: 11 mins
  • Podcast

I Received a Large Lump Sum, How Do I Use It To Fund My Policy Once It's Already Been Started? By cover art

I Received a Large Lump Sum, How Do I Use It To Fund My Policy Once It's Already Been Started?

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  • Summary

  • You’ve come into a big lump sum of cash, and you’re already using Infinite Banking. Naturally you wonder: “Is there some way I can use these funds to help my system?”

    Yes! You certainly can. And in this episode I’ll explain your three best options, and why two of them are usually better than the other.

    In the interest of full disclosure I’ll also share a fourth option. It’s NOT the best idea in most cases, but I’ll tell you why it makes sense sometimes.

    Listen now!

    Show highlights include:

    • The first place to look if you have a lump sum and want to use it toward your existing IBC. (1:04)
    • Surprising reason why paying extra now could cost you a lot more later. (2:30)
    • Critical questions you need to ask before using a lump sum to establish more whole life policies. (5:00)
    • “Premium” rule for growing your banking system, and how to leverage it in your favor. (6:25)

    Reach out to me:

    valerie@alphaomegawealth.com

    https://www.linkedin.com/in/valerie-laroque-lacp-b569509

    Infinite Banking Mastery (infinitebankingnorthwest.com)
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