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Or…See What’s Inside These 4 Main IBC Roundups

Better Understand The Basic Concept of IBC

Learn All About Whole Life Product Design for IBC

Learn All About IUL for Banking

See How IBC Borrowing is Different Than Normal Debt

Whole Life Arbitrage with Synthetic Non-Direct Recognition

Take your learning about life insurance as your own private bank and retirement vehicle to the next level!


The Starter Guide to Using Whole Life for Infinite Banking Concept

Whole Life as the Income Bridge for a Dynamic Retirement Glidepath

4D-Banking Webinar Replay: An Expanded Framework for Defensible Leverage

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If you want to drill deeper into certain topics, check out these specific categories:

Browse all our articles & videos that focus specifically on the private family banking concept to familiarize yourself.

For those with a retirement focus of using life insurance as a future buffer against higher taxes & market volatility.

Discover how Whole Life insurance works, how it can grow your capital safely, and how to most efficiently structure a policy.

Learn the ins-&-outs of Indexed Universal Life, how it works, IUL's fees & charges, and explore all its pros & cons.


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Hope you enjoy the loads of content above explaining how private banking & retirement strategies work with properly-structured life insurance.

Whether you’re looking for the high-level concepts or the focus details in various case studies we got you covered.

For those ready to take their learning to the next level you can book your own complimentary no-pressure consult here to have your questions answered and your own personalized case study modeled out. We find the light-bulb finally goes on once clients see the concept through their own numbers.