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Insurance

Insurance Blogs and Podcast Episodes

Insurance is more than a death benefit—it’s the foundation of your private bank. In this category, we explore how to use properly structured insurance contracts to build liquidity, generate passive income, protect your family, and transfer wealth tax-free.

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A bank vault opened with gold light shining through the opening

Episode 32 – Financial Freedom for Physician’s Special with Dr. Christopher Loo, MD-PhD

  • August 16, 2022
  • 8:00 am
Doctors are one of the highest paid professions in America. But medical school does not teach doctors how to protect the wealth they accumulate, or how to keep financial privacy in their financial transactions. Very few doctors know how to manage or protect their wealth. Good news is that it’s...
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A bank vault opened with gold light shining through the opening

Episode 29 – Precious Metals in an Inflationary Culture with Guest Andy Schectman Pt. 2

  • June 28, 2022
  • 8:00 am
Learn how to develop a rock-solid plan to keep your wealth safe in an inflationary economic period. After 30 plus years of purchasing precious metals every other week, and over 7 billion in precious metals transactions for clients, Andy Schectman of Miles Franklin, explains how you can develop a strategy...
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A bank vault being open with gold light shining through the crack

Episode 28 – Precious Metals in an Inflationary Culture with Guest Andy Schectman Pt. 1

  • June 14, 2022
  • 8:00 am
It’s no secret that inflation over the past few years has been increasing at a baffling rate. The cost of things like food, gas and real estate have skyrocketed. This leaves many with the question of where to put your money to be safe and not lose purchasing power during...
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A bank vault opened with gold bars inside

Episode 24 – How do you plan for a Windfall so that you can keep it under your control? Part 2

  • April 19, 2022
  • 8:00 am
Would you like to be able to take your windfall income and keep control of it to enjoy guaranteed compounding growth, tax free year after year? Do you want a place where you can protect your money in an asset protected vault that you can also access anytime and put...
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A bank vault opened with gold light shining through the opening

Episode 23 – How do you plan for a Windfall so that you can keep it under your control? Part 1

  • April 5, 2022
  • 8:00 am
When windfall income is planned properly, you can bank it in a safe way so that it never leaves your control again. Private Banking Strategies can help you keep what you earn and grow tax free in an asset protected vault.  Let us show you how to bank large windfalls...
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A bank vault opened with gold bars inside

Episode 21 – Can the Equity in Your Home Help You Grow Rich? Part 1

  • March 8, 2022
  • 8:00 am
It is not the lack of knowledge about money that is impairing your wealth building, it’s what you think you know about money (but don’t) that’s slowing your efforts.  Most people let the money they earn come and go and fail to maintain control over the dollars they earn. In...
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A bank vault opened with gold bars inside

Episode 18 – If I dump my 401K, IRA, or other government qualified plan, where do I place my retirement money? Let us show you…

  • November 23, 2021
  • 8:00 am
You don’t have to play in a retirement sandbox where all the rules are stacked against you, where the government controls all the toys in the sandbox, and where ultimately, it’s “tails you lose and heads they win,”. There is a far better solution to the 401K, IRA or other...
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A bank vault being open with gold light shining through the crack

Episode 16 – Do you Know How Much Money You Need to Retire Comfortably?

  • October 26, 2021
  • 8:00 am
Have you taken the time to calculate the numbers to know how much money you need to retire comfortably? If you’ve gotten serious about accurate retirement planning, then you need to know how much money you’ll need. Some people think that $1 Million would do it for them; others think...
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A bank vault opened with gold bars inside

Episode 15 – Protecting Your Assets in the “Vault” of Private Banking Strategies®

  • September 28, 2021
  • 8:00 am
“It’s not what you make that counts, it’s what you keep that counts.” And what you keep entirely depends on having an asset protection plan in place. Having an asset protection plan in place is a necessity for those who have cash, real estate, a business or any other asset worth protecting. Fact is,...
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A bank vault opened with gold light shining through the opening

Episode 14 – Can Your Business cash flow catapult you personally into financial freedom? Paul Bunyan Part 3

  • September 14, 2021
  • 8:00 am
Paul Bunyan put his business cash flow to work – he didn’t work harder or earn more from his business – he just changed how the money flowed.  He only made one simple change to unlock this goldmine: Instead of using traditional financing companies (3rd party lenders), he started his own...
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  • Cash Flow Banking with Life Insurance
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  • Cash Flow Banking with Life Insurance
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