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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 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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A bank vault being open with gold light shining through the crack

Episode 13 – Can Your Business cash flow catapult you personally into financial freedom? Paul Bunyan Part 2

  • August 31, 2021
  • 8:00 am
Business owners, investors, and entrepreneurs – understand that there is a better way to finance your businesses and investments while creating an incomparable retirement plan at the same time.  In this episode, we pick up the story where we left off and illustrate how Paul Bunyan put his business cash...
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A bank vault opened with gold bars inside

Episode 12 – Can Your Business cash flow catapult you personally into financial freedom? Paul Bunyan Part 1

  • August 17, 2021
  • 8:00 am
Most business owners do not realize the amount of money they are allowing to pass through their hands like sand on the seashore.  Moreover, most business owners have enough cash flow in their business to become financially free, but they are letting the banks make all the money off them. ...
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A bank vault being open with gold light shining through the crack

Episode 1 – Introducing Private Banking Strategies

  • March 16, 2021
  • 8:00 am
Welcome to the Private Banking Strategies podcast! In this debut episode Vance Lowe and Seth Hicks of Private Banking Strategies introduce us to the core elements of this podcast and their passion to help you get your money back and keep it in the vault. Vance and Seth give us...
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Is your money safe in a universal life product

Is Your Money Safe in a Universal Life Product?

  • February 1, 2021
  • 8:00 am
Just remember, “There are no deals in insurance.” It is always a “risk vs. cost analysis” for insurance companies, no exceptions. Insurance simply comes down to performing a math problem of statistical probability to leverage and pool the risks of those insured. Life insurance, as with all insurance, is the...
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Asset Protection works best when you technically don’t need it. Blog

Asset Protection Works Best When You Technically Don’t Need It.

  • December 1, 2020
  • 8:00 am
If you need it and don’t have it in place, then it’s too late! Have you ever heard the old adage “Hope for the best, but plan for the worst"? That is very sound wisdom when it comes to asset protection.  Many people only hope for the best but they...
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