PART 3

IDEALS | 1 | 2 | 3CSU | 3 | 4 | 5 | 6 | Q&A

PART 3:

ADVANCED STRATEGY

PART 4

PART 5

PART 6

Q&A

3: Advanced Strategies for Infinite Banking

Video 8: When and Why to Add Policies

Multiple policies will enhance your system, but being strategic and timely are crucial. In this video we've shared some real-life examples of when it makes sense.

Before you go any further...

If you haven't yet started your first policy then before you proceed we'd recommend a quick redirection in your learning. These short lessons you have been watching are intended to give you an overview/big picture idea of how the Save & Spend System works. If you are ready to learn the intricate details of Infinite Banking and to learn how to get started for yourself you need to watch our complete walk-through here:

https://thebankingbros.com/begin

On that page you'll find our full-length walkthrough as well as a link to our calendar where you can schedule a call to ask us any questions you'd like. This is not a sales pitch. There is no cost. You drive the conversation. You tell us if/when you are ready to take control of your financial future.

Video 9: Investing with IBC

Infinite Banking isn’t investing—but you may still decide to use traditional investing strategies as part of your overall financial plan. Let’s talk through how to fund investments—where the advantages of using your own personal banking system can really shine!

Video 10: Integrating Other Tools

HELOCs aren’t top-secret military weapons; they’re a powerful financial tool that when used alongside IBC can become even more effective. Learn how to use them, then how to combine IBC with retirement accounts and other strategies. We’ll show you how to create a cohesive financial ecosystem for your whole future.

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a consulting agency run by licensed insurance producers.

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