Wisdom of Wealth Wisdom of Wealth

Our guest this week is Zulfe Ali, who shares his alternative investment experience that is outside the box, even for us! Tune in to Part 2 of this interview.

*This is presented and intended purely for general financial educational purposes, and is not a recommendation or solicitation of any securities or investments.

Our guest this week is Zulfe Ali, who shares his alternative investment experience that is outside the box, even for us! Tune in to Part 1 of this interview.

*This is presented and intended purely for general financial educational purposes, and is not a recommendation or solicitation of any securities or investments.

Our guests this week are Ian Cummins and Brendan Ross, Co-Founders of Regdee, a platform that helps people become Accredited Investors quickly and easily even if they don't meet the Income or Net Worth requirements. Like us at one point and possibly many of you, Ian and Brendan were very frustrated at the inability to invest in Private Placements and other Alternative investments with their own money. So, they did something about it, and Regdee is the result!

*We are not Attorneys, CPAs, Government Securities Compliance Officials, Investment Advisors, Financial Planners, etc. as of this recording, other than Licensed Life & Health Insurance Agents and personal investors. This information is not intended as specific legal or financial advice, and is for general educational purposes only. Please contact the appropriate professional to discuss your particular situation.

This is the final episode of our 4-part mini-series on IBC. This week's guest is Joe Burgess, who shows us an incredibly powerful multi-generational application of the Infinite Banking Concept. Using a real-life case study of an actual business he's personally involved with, Joe walks us through another element of IBC using a Company-Owned Life Insurance (COLI) policy using to fund a compelling long-term agricultural business opportunity. 

Make sure to check out the video at this link. https://youtu.be/iS7d83Smz6k

Stay tuned next week for a real-life business case study using IBC. As always, connect with us at WisdomOfWealth.co!

Building on last week's episode of walking through a policy illustration, we take the next step to show a real-life case study from an actual client using his policy to fund real estate investment deals. Make sure to check out the video at this link. https://youtu.be/cPa_eWp17DI

Stay tuned next week for a real-life business case study using IBC. As always, connect with us at WisdomOfWealth.co!

This week we are very excited to present to you an IBC policy illustration. This will allow you to look over the policy alongside us to begin understanding how the numbers make sense in Infinite Banking. That being said it may be almost impossible to follow along with us if you aren't watching the video so click the link below to view it on youtube. It is helpful to remember that every policy looks different. One could be funded monthly with a small amount of cash and another could be funded annually with a larger amount of capital. There are even some that are funded with more in the first year than in the following years. Keep in mind that each policy is designed specifically for the needs of the individual. This is why the best way to explore if IBC is the right fit for you is by meeting with someone who is specialized in the concept and knows the risk involved in building a policy correctly. Feel free to reach out to someone on the Unbridled Wealth team (Including Ryan and Kyle) if you want to see what IBC could look like for you. 

YouTube Link: https://youtu.be/ywBZ1j-zOMI