Episode 55: Back to the Basics: Sequencing Your Capital & Loan Repayments

In this week’s episode, Dave and Paul are getting back to basics: sequencing your capital and managing loan repayment.

These are common areas of discussion in IBC - and everyone does it a little differently depending on their circumstances and needs.

Today, Dave and Paul will go through their own personal examples of how they’ve sequenced their money and how they’ve set up their policies for maximum efficiency and growth. They’ll also touch on loan repayment - from best practices to how you can balance it with next year’s premium. 

Episode Highlights:

(0:00) - Introduction

(0:29) - Episode beginning

(1:40) - Webinar recap and info on the second webinar

(5:43) - How Paul sequences his money

(9:05) - How Dave sequences his money

(11:49) - Utilizing your extra cash and managing it with your policy

(14:15) - Repaying policy loans

(22:07) - Alternative uses for cash

(25:05) - Keeping it simple

(30:19) - Flexibility

(32:55) - Episode wrap-up

Join us on March 21st at 7pm Central Time for another Live Q&A with Paul and Dave!

Register here:

https://us06web.zoom.us/meeting/register/tZMlduGuqzgpHdFEY_k0BItKZVYq4FgtvhZv

Is IBC for you? Use this link to schedule and intro call with us: 

https://calendly.com/dave-743/wealth-warehouse-intro-call

ABOUT YOUR HOSTS:

David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.

David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.

Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.

As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.

Catch up with David and Paul, visit the links below!

Website: 

https://infinitebanking.org/agents/Fugere494

https://infinitebanking.org/agents/Befort399

LinkedIn:

https://www.linkedin.com/in/david-a-befort-jr-09663972/

https://www.linkedin.com/in/paul-fugere-762021b0/

Email:

[email protected]