Jason and Kyle discuss what minimum payments need to be paid every year to keep the policy in force.

• 3 parts of a policy base, term, and PUA
• Base premium must be paid every year
• Some companies allow back filling if you couldn’t fully fund your premium the previous year
• Designing your policy with flexibility in mind is important

For more information:

Visit our website: www.cashvaluesolutions.com

Schedule an IBC Discovery Call: https://calendly.com/cvsol

Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189

Follow Kyle on Twitter: @KyleMans

Connect with Jason on LinkedIn: Jason Pohlmeier

Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA

Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/

Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/

Jason and Kyle discuss when life insurance doesn’t pay out the death benefit.

• All about the two year look back period
• Very rare for LI companies to not pay out the death benefit

For more information:

Visit our website: www.cashvaluesolutions.com

Schedule an IBC Discovery Call: https://calendly.com/cvsol

Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189

Follow Kyle on Twitter: @KyleMans

Connect with Jason on LinkedIn: Jason Pohlmeier

Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA

Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/

Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/

Jason and Kyle discuss some red pills they have learned during their time in the life insurance and IBC business.

• IBC is not the end all be all
• IBC won’t immediately change your life
• Rate of return does matter
• Company choice does matter
• Borrowing from banks is not the end of the world

For more information:

Visit our website: www.cashvaluesolutions.com

Schedule an IBC Discovery Call: https://calendly.com/cvsol

Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189

Follow Kyle on Twitter: @KyleMans

Connect with Jason on LinkedIn: Jason Pohlmeier

Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA

Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/

Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/

Jason and Kyle discuss learning curves and other business-related hurdles.

• Nothing is free
• If you want something, you will pay for it one way or the other

For more information:

Visit our website: www.cashvaluesolutions.com

Schedule an IBC Discovery Call: https://calendly.com/cvsol

Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189

Follow Kyle on Twitter: @KyleMans

Connect with Jason on LinkedIn: Jason Pohlmeier

Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA

Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/

Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/

Jason and Kyle discuss when it makes sense to use survivorship policies.

• Context is key, most products have a place
• This product can work great for estate planning
• Also works great for income extraction
• With all its positives, survivorship policies don’t make sense for everyone

For more information:

Visit our website: www.cashvaluesolutions.com

Schedule an IBC Discovery Call: https://calendly.com/cvsol

Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189

Follow Kyle on Twitter: @KyleMans

Connect with Jason on LinkedIn: Jason Pohlmeier

Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA

Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/

Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/

Jason and Kyle discuss banks and how they work.

• Banks do not lend out their own money
• Banks lend out money that doesn’t exist
• Nelson did not like using banks because it is inflationary
• We still use banks but think it is important to understand how they work

Link to George Gammon YT channel: https://www.youtube.com/c/GeorgeGammon

For more information:

Visit our website: www.cashvaluesolutions.com

Schedule an IBC Discovery Call: https://calendly.com/cvsol

Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189

Follow Kyle on Twitter: @KyleMans

Connect with Jason on LinkedIn: Jason Pohlmeier

Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA

Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/

Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/

Jason and Kyle talk about the importance of having death benefit.

• You are your greatest asset, so insure yourself
• Your money must reside somewhere, why not in a policy that offers death benefit?
• Death benefit will help you or your loved ones navigate unexpected deaths

For more information:

Visit our website: www.cashvaluesolutions.com

Schedule an IBC Discovery Call: https://calendly.com/cvsol

Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189

Follow Kyle on Twitter: @KyleMans

Connect with Jason on LinkedIn: Jason Pohlmeier

Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA

Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/

Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/

Jason and Kyle discuss about absolutes in the IBC and whole life world.

• Preaching absolutes is a good way to get yourself in trouble
• It’s important to keep an open mind and be able to adapt as your understanding grows

For more information:

Visit our website: www.cashvaluesolutions.com

Schedule an IBC Discovery Call: https://calendly.com/cvsol

Like our Facebook Page: https://www.facebook.com/Cash-Value-Solutions-106402764460189

Follow Kyle on Twitter: @KyleMans

Connect with Jason on LinkedIn: Jason Pohlmeier

Watch us on YouTube: https://www.youtube.com/channel/UCoogEEuTFvE4aWk7vB8dDFA

Submit questions to: kyle@cashvaluesolutions.com or jason@cashvaluesolutions.com

Get Becoming Your Own Banker: https://infinitebanking.org/product/becoming-your-own-banker/ref/44/

Get Farming Without the Bank: https://bs352.isrefer.com/go/wtb/kmans/