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Estate Planning

Estate Planning Blogs and Podcast Episodes

Without the right strategy, the government and probate courts will dictate how your wealth is distributed. In these episodes and articles, we show you how to create a tax-free estate plan using life insurance contracts that bypass probate, eliminate taxes, and keep your wealth in the family.

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Related Podcasts / Posts

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A bank vault opened with gold bars inside

Episode 93 – From Surviving to Thriving: Financial Success Made Simple Pt. 1

  • November 12, 2024
  • 8:00 am
Are you burdened by debt? Credit card balances, student loans, auto financing, medical expenses, and more are just a few reasons many Americans are facing overwhelming financial strain. Fortunately, there’s hope! With the strategic use of whole life insurance policies, you can turn your finances around, building wealth while systematically...
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A bank vault opened with gold light shining through the opening

Episode 92 – Asset Protection Strategies for Real Estate Professionals

  • November 5, 2024
  • 8:00 am
In real estate, the path to success is as vital as securing your assets. Managing substantial investments demands thoughtful planning—not just to preserve your gains, but to nurture them for future growth. Private Banking Strategies® provides an innovative solution, empowering you to create your own private banking system and take...
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A bank vault being open with gold light shining through the crack

Episode 88 – How to Thrive in Today’s Economic Downturn – Part 1

  • October 8, 2024
  • 8:00 am
Concerned about how today’s economic downturn, inflation, or job insecurity could impact your financial future? Uncover the key strategy to recession-proof your investments, grow your savings, and make smart financial decisions to thrive in any economic climate. In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth Hicks,...
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A bank vault opened with gold bars inside

Episode 87 – Achieve Ultimate Financial Control: Customizing Whole Life Policies

  • October 2, 2024
  • 8:00 am
While many financial institutions boast about being the ultimate place to store your assets, they often leverage whole life insurance policies to boost their cash flow and sidestep penalties. What you might not know is that you can adopt these same powerful strategies to grow your wealth, just like the banks...
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  • Cash Flow Banking with Life Insurance
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  • Privatized Banking
  • Cash Flow Banking with Life Insurance
  • Dividend-Paying Whole Life Insurance
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  • Podcast
  • Videos

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