Episode 68: I've Capitalized My Policy...Now What?

Getting started with IBC is a huge step – but once you do it, how do you position your capital for maximum success?

In this week’s episode, Dave and Paul discuss the options you have once your policy is in place. Do you get your feet wet in new investments immediately? Later? Never? Do you let your capital sit, or do you put it to work right away? The fellas discuss all of these common questions that new policy users have – they also talk private lending, how they set up their deals, the safeguards they put in place and much more!

Episode Highlights:

(0:00) - Introduction

(0:29) - Episode beginning

(3:54) - I have lots of capital stashed away, now what?

(6:54) - Invest in what you know

(11:06) - Private lending

(14:43) - Asking difficult questions and structuring deals

(21:23) - The return and opportunity cost

(25:21) - Think like a bank, loaning through a business entity

(28:33) - Policy loan rate and how it affects your return

(32:06) - Episode wrap-up

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]